$221 Million is the total value of MCIA Inc's 117 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $1,615,000 | – | 29,724 | +100.0% | 0.73% | – |
| USMV | New | ISHARES TRmsci usa min vol | $1,057,000 | – | 13,443 | +100.0% | 0.48% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $652,000 | – | 11,513 | +100.0% | 0.30% | – |
| BIGC | New | BIGCOMMERCE HLDGS INC | $569,000 | – | 16,851 | +100.0% | 0.26% | – |
| New | WARBY PARKER INC | $538,000 | – | 13,887 | +100.0% | 0.24% | – | |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $268,000 | – | 3,545 | +100.0% | 0.12% | – |
| DOCU | New | DOCUSIGN INC | $251,000 | – | 1,765 | +100.0% | 0.11% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $217,000 | – | 5,954 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 25 | Q3 2023 | 2.1% |
| PFIZER INCORPORATED | 25 | Q2 2023 | 1.2% |
| BERKSHIRE HATHAWAY INC DEL | 25 | Q3 2023 | 0.5% |
| ISHARES TRUST S&P | 24 | Q3 2023 | 17.5% |
| AMAZON COM INC | 24 | Q3 2023 | 3.2% |
| LOCKHEED MARTIN CORP | 24 | Q3 2023 | 1.0% |
| CHEVRON CORPORATION | 22 | Q3 2023 | 1.3% |
| VISA INC CL A | 21 | Q3 2023 | 1.8% |
| EXXON MOBIL CORPORATION | 20 | Q3 2023 | 1.6% |
| VERIZON COMMUNICATIONS INC | 20 | Q2 2023 | 1.1% |
View MCIA Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-12 |
View MCIA Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.