$326 Million is the total value of Columbus Macro, LLC's 152 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 18.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $16,001,000 | +14.3% | 313,136 | +14.1% | 4.91% | +14.8% |
| IEMG | Sell | ISHARES INCcore msci emkt | $10,890,000 | -2.3% | 175,538 | -16.9% | 3.34% | -1.9% |
| HDAW | Sell | DBX ETF TRxtrack msci all | $10,331,000 | +14.3% | 430,149 | -0.3% | 3.17% | +14.8% |
| ESEB | Buy | DBX ETF TRxtrck jp mrgn es | $9,838,000 | +55.9% | 437,941 | +50.7% | 3.02% | +56.6% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $9,668,000 | +2.9% | 116,134 | +2.4% | 2.97% | +3.3% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $8,519,000 | +12.6% | 59,903 | -12.4% | 2.62% | +13.1% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $8,214,000 | +9.9% | 90,541 | -3.2% | 2.52% | +10.4% |
| VOO | VANGUARD INDEX FDS | $7,461,000 | +11.7% | 21,709 | 0.0% | 2.29% | +12.2% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $7,291,000 | -24.5% | 61,689 | -24.6% | 2.24% | -24.1% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $6,857,000 | -28.7% | 79,382 | -28.5% | 2.10% | -28.3% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $6,722,000 | -19.3% | 124,317 | -19.0% | 2.06% | -18.9% |
| IEFA | Sell | ISHARES TRcore msci eafe | $6,696,000 | +10.7% | 96,910 | -3.4% | 2.06% | +11.3% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $5,883,000 | +10.1% | 156,256 | -4.8% | 1.81% | +10.6% |
| ASHR | Sell | DBX ETF TRxtrack hrvst csi | $5,857,000 | +5.7% | 146,203 | -9.0% | 1.80% | +6.2% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $5,434,000 | +7.0% | 128,900 | -7.2% | 1.67% | +7.5% |
| BAR | Sell | GRANITESHARES GOLD TR | $5,424,000 | -28.5% | 287,144 | -29.0% | 1.66% | -28.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,365,000 | +16.3% | 107,068 | +0.3% | 1.65% | +16.8% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $5,289,000 | +68.6% | 105,585 | +61.9% | 1.62% | +69.3% |
| PFFD | Sell | GLOBAL X FDSus pfd etf | $5,174,000 | -2.5% | 200,419 | -6.5% | 1.59% | -2.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $5,161,000 | +14.9% | 143,311 | +0.1% | 1.58% | +15.4% |
| IQDF | Buy | FLEXSHARES TRintl qltdv idx | $5,044,000 | +18.9% | 208,774 | +1.7% | 1.55% | +19.4% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $4,834,000 | -27.3% | 53,148 | -35.5% | 1.48% | -26.9% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $4,444,000 | -4.7% | 86,348 | -4.3% | 1.36% | -4.3% |
| IDEV | Sell | ISHARES TRcore msci intl | $4,363,000 | -25.7% | 70,796 | -35.0% | 1.34% | -25.4% |
| TIP | Buy | ISHARES TRtips bd etf | $4,199,000 | +5.7% | 32,896 | +4.8% | 1.29% | +6.2% |
| EDIV | Buy | SPDR INDEX SHS FDSs&p em mkt div | $4,200,000 | +46.6% | 151,229 | +28.2% | 1.29% | +47.1% |
| DGS | Sell | WISDOMTREE TRemg mkts smcap | $4,026,000 | +10.9% | 84,358 | -3.9% | 1.24% | +11.5% |
| IPAC | Sell | ISHARES TRcore msci pac | $3,525,000 | -8.8% | 54,724 | -20.3% | 1.08% | -8.5% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $3,474,000 | +11.8% | 28,961 | +13.5% | 1.07% | +12.2% |
| SPSB | Sell | SPDR SER TRportfolio short | $3,451,000 | -1.8% | 109,917 | -1.9% | 1.06% | -1.4% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $3,410,000 | +16.1% | 72,233 | +0.6% | 1.05% | +16.7% |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $3,244,000 | – | 36,633 | +100.0% | 1.00% | – |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $3,078,000 | -25.6% | 51,698 | -34.8% | 0.94% | -25.2% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $3,051,000 | -9.5% | 22,088 | -11.7% | 0.94% | -9.0% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $2,817,000 | – | 8,980 | +100.0% | 0.86% | – |
| SUB | Sell | ISHARES TRshrt nat mun etf | $2,677,000 | -2.3% | 24,759 | -2.3% | 0.82% | -1.8% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $2,661,000 | -1.3% | 52,456 | -1.3% | 0.82% | -0.8% |
| CSCO | Sell | CISCO SYS INC | $2,351,000 | +5.0% | 52,530 | -7.5% | 0.72% | +5.6% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $2,324,000 | +7.2% | 38,049 | -3.1% | 0.71% | +7.7% |
| LDUR | Sell | PIMCO ETF TRenhncd lw dur ac | $2,295,000 | -1.5% | 22,480 | -1.5% | 0.70% | -1.0% |
| VO | VANGUARD INDEX FDSmid cap etf | $2,286,000 | +17.3% | 11,057 | 0.0% | 0.70% | +17.8% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,284,000 | +25.3% | 11,735 | +9.6% | 0.70% | +25.9% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $2,183,000 | +11.4% | 31,931 | -3.8% | 0.67% | +11.9% |
| PAYX | Sell | PAYCHEX INC | $2,089,000 | +7.7% | 22,423 | -7.7% | 0.64% | +8.1% |
| CVS | Sell | CVS HEALTH CORP | $2,026,000 | +8.3% | 29,657 | -7.4% | 0.62% | +8.9% |
| MRK | Sell | MERCK & CO. INC | $1,931,000 | -6.3% | 23,568 | -5.0% | 0.59% | -5.9% |
| PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $1,924,000 | +14.7% | 38,792 | -6.9% | 0.59% | +15.2% |
| DBEF | Sell | DBX ETF TRxtrack msci eafe | $1,868,000 | -28.9% | 55,565 | -35.2% | 0.57% | -28.6% |
| WFC | Buy | WELLS FARGO CO NEW | $1,844,000 | +155.8% | 61,099 | +99.1% | 0.57% | +157.3% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,811,000 | +23.1% | 9,300 | -2.8% | 0.56% | +23.6% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,808,000 | -21.6% | 14,840 | -32.2% | 0.56% | -21.3% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $1,805,000 | -3.0% | 15,575 | -7.2% | 0.55% | -2.6% |
| PFE | Sell | PFIZER INC | $1,792,000 | -5.6% | 48,694 | -5.8% | 0.55% | -5.2% |
| PSA | Sell | PUBLIC STORAGE | $1,746,000 | -2.6% | 7,560 | -6.0% | 0.54% | -2.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,741,000 | -6.3% | 29,639 | -5.1% | 0.53% | -6.0% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,663,000 | +11.3% | 54,250 | -2.8% | 0.51% | +11.8% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $1,657,000 | +40.9% | 17,763 | -3.7% | 0.51% | +41.8% |
| KHC | Buy | KRAFT HEINZ CO | $1,541,000 | +386.1% | 44,450 | +319.5% | 0.47% | +387.6% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,496,000 | -15.9% | 15,398 | -17.1% | 0.46% | -15.5% |
| SLV | New | ISHARES SILVER TRishares | $1,484,000 | – | 60,393 | +100.0% | 0.46% | – |
| AAPL | Sell | APPLE INC | $1,487,000 | -29.6% | 11,206 | -38.5% | 0.46% | -29.3% |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $1,457,000 | -0.1% | 26,001 | 0.0% | 0.45% | +0.2% | |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,450,000 | -16.9% | 16,297 | -36.2% | 0.44% | -16.5% |
| ELD | Buy | WISDOMTREE TRem lcl debt fd | $1,437,000 | +262.0% | 41,296 | +230.0% | 0.44% | +264.5% |
| IWM | New | ISHARES TRrussell 2000 etf | $1,432,000 | – | 7,306 | +100.0% | 0.44% | – |
| GILD | Sell | GILEAD SCIENCES INC | $1,414,000 | -13.6% | 24,266 | -6.3% | 0.43% | -13.2% |
| OMC | Sell | OMNICOM GROUP INC | $1,407,000 | +17.4% | 22,490 | -6.7% | 0.43% | +18.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,400,000 | -3.8% | 8,897 | -8.9% | 0.43% | -3.4% |
| SJM | Sell | SMUCKER J M CO | $1,390,000 | -7.7% | 12,026 | -7.7% | 0.43% | -7.2% |
| STT | Sell | STATE STR CORP | $1,355,000 | +21.5% | 18,581 | -0.9% | 0.42% | +22.0% |
| MUB | Sell | ISHARES TRnational mun etf | $1,314,000 | -11.2% | 11,213 | -12.1% | 0.40% | -10.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,258,000 | +32.6% | 10,578 | +16.5% | 0.39% | +33.1% |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $1,244,000 | +42.7% | 21,608 | +15.3% | 0.38% | +43.6% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $1,239,000 | -12.4% | 19,922 | -23.6% | 0.38% | -12.0% |
| GD | Sell | GENERAL DYNAMICS CORP | $1,235,000 | +1.0% | 8,296 | -6.1% | 0.38% | +1.3% |
| FITB | Sell | FIFTH THIRD BANCORP | $1,226,000 | +21.6% | 44,390 | -6.1% | 0.38% | +22.1% |
| QCOM | Sell | QUALCOMM INC | $1,217,000 | -33.1% | 7,986 | -48.3% | 0.37% | -32.7% |
| IBUY | New | AMPLIFY ETF TRonlin retl etf | $1,209,000 | – | 10,576 | +100.0% | 0.37% | – |
| BBH | Sell | VANECK VECTORS ETF TRbiotech etf | $1,199,000 | +2.1% | 7,063 | -2.5% | 0.37% | +2.5% |
| EMHY | Sell | ISHARES INCjp mrgn em hi bd | $1,199,000 | +5.5% | 25,860 | -0.7% | 0.37% | +6.1% |
| BWZ | Sell | SPDR SER TRblomberg brc int | $1,182,000 | +2.9% | 36,026 | -1.6% | 0.36% | +3.4% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,174,000 | +102.8% | 17,222 | +65.2% | 0.36% | +103.4% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $1,137,000 | +1.5% | 42,172 | -2.6% | 0.35% | +2.0% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $1,135,000 | +1.6% | 23,856 | -1.7% | 0.35% | +2.1% |
| NUE | Sell | NUCOR CORP | $1,101,000 | +11.6% | 20,682 | -5.8% | 0.34% | +11.9% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $1,089,000 | -43.8% | 15,045 | -50.6% | 0.33% | -43.6% |
| FXA | New | INVESCO CURRENCYSHARES AUSTRaustralian dol | $1,081,000 | – | 14,073 | +100.0% | 0.33% | – |
| SO | Sell | SOUTHERN CO | $1,067,000 | +6.3% | 17,373 | -6.2% | 0.33% | +6.8% |
| GLD | Sell | SPDR GOLD TR | $1,064,000 | -42.6% | 5,966 | -43.0% | 0.33% | -42.2% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $1,063,000 | +20.5% | 11,187 | -0.5% | 0.33% | +20.7% |
| XOM | New | EXXON MOBIL CORP | $1,056,000 | – | 25,626 | +100.0% | 0.32% | – |
| DFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $1,048,000 | -15.0% | 32,369 | -18.8% | 0.32% | -14.6% |
| EWD | New | ISHARES INCmsci sweden etf | $1,012,000 | – | 25,424 | +100.0% | 0.31% | – |
| CAH | Sell | CARDINAL HEALTH INC | $989,000 | +7.3% | 18,440 | -5.9% | 0.30% | +7.8% |
| KMB | Sell | KIMBERLY-CLARK CORP | $950,000 | -10.0% | 7,033 | -1.5% | 0.29% | -9.3% |
| IYT | New | ISHARES TRtrans avg etf | $947,000 | – | 4,293 | +100.0% | 0.29% | – |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $905,000 | -13.6% | 18,108 | -5.2% | 0.28% | -13.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $877,000 | +4.3% | 6,300 | +4.1% | 0.27% | +4.7% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $862,000 | +37.3% | 24,532 | -1.6% | 0.26% | +38.0% |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $747,000 | – | 5,746 | +100.0% | 0.23% | – |
| DVY | ISHARES TRselect divid etf | $697,000 | +17.9% | 7,245 | 0.0% | 0.21% | +18.2% | |
| SHV | Sell | ISHARES TRshort treas bd | $559,000 | -21.2% | 5,058 | -21.0% | 0.17% | -20.7% |
| ALXN | Sell | ALEXION PHARMACEUTICALS INC | $557,000 | +17.0% | 3,567 | -14.2% | 0.17% | +17.9% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $558,000 | +43.1% | 10,110 | +41.2% | 0.17% | +43.7% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $554,000 | -29.3% | 6,430 | -38.1% | 0.17% | -29.2% |
| EWT | Sell | ISHARES INCmsci taiwan etf | $551,000 | +17.0% | 10,379 | -1.1% | 0.17% | +17.4% |
| IWB | ISHARES TRrus 1000 etf | $548,000 | +13.2% | 2,586 | 0.0% | 0.17% | +13.5% | |
| JPM | Sell | JPMORGAN CHASE & CO | $541,000 | +16.3% | 4,258 | -11.8% | 0.17% | +16.9% |
| PZA | INVESCO EXCH TRADED FD TR IInatl amt muni | $529,000 | +1.7% | 19,521 | 0.0% | 0.16% | +1.9% | |
| EWJ | New | ISHARES INCmsci jpn etf new | $517,000 | – | 7,648 | +100.0% | 0.16% | – |
| RVNU | Sell | DBX ETF TRxtrack mun infra | $487,000 | -14.0% | 16,642 | -16.7% | 0.15% | -13.3% |
| FFIV | Sell | F5 NETWORKS INC | $485,000 | +21.9% | 2,759 | -14.8% | 0.15% | +22.1% |
| MNA | Sell | INDEXIQ ETF TRiq mrgr arb etf | $481,000 | -4.6% | 14,141 | -5.7% | 0.15% | -3.9% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $479,000 | -77.8% | 7,776 | -77.7% | 0.15% | -77.7% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $469,000 | +13.6% | 3,190 | -15.8% | 0.14% | +14.3% |
| VMW | Sell | VMWARE INC | $448,000 | -14.8% | 3,193 | -12.8% | 0.14% | -14.3% |
| PEP | Sell | PEPSICO INC | $422,000 | -4.5% | 2,839 | -11.0% | 0.13% | -3.7% |
| AFL | Buy | AFLAC INC | $412,000 | +43.6% | 9,254 | +17.4% | 0.13% | +43.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $404,000 | -12.9% | 6,470 | -16.0% | 0.12% | -12.7% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $402,000 | +42.0% | 3,847 | +41.2% | 0.12% | +43.0% |
| SPY | SPDR S&P 500 ETF TRtr unit | $396,000 | +11.5% | 1,059 | 0.0% | 0.12% | +13.0% | |
| TGT | Sell | TARGET CORP | $397,000 | -11.8% | 2,248 | -21.3% | 0.12% | -11.6% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $396,000 | +48.9% | 1,677 | +71.8% | 0.12% | +50.6% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sr | $394,000 | -45.7% | 7,913 | -45.5% | 0.12% | -45.5% |
| DISCA | Sell | DISCOVERY INC | $389,000 | +27.1% | 12,942 | -7.9% | 0.12% | +26.6% |
| ORCL | Sell | ORACLE CORP | $386,000 | -5.9% | 5,961 | -13.3% | 0.12% | -5.6% |
| CVX | Buy | CHEVRON CORP NEW | $383,000 | +71.7% | 4,530 | +46.6% | 0.12% | +73.5% |
| IMTB | New | ISHARES TRcr 5 10 yr etf | $371,000 | – | 7,077 | +100.0% | 0.11% | – |
| EMR | Sell | EMERSON ELEC CO | $370,000 | +2.2% | 4,600 | -16.8% | 0.11% | +2.7% |
| CTXS | Buy | CITRIX SYS INC | $355,000 | +10.9% | 2,726 | +17.4% | 0.11% | +11.2% |
| WMT | Sell | WALMART INC | $347,000 | -9.9% | 2,404 | -12.6% | 0.11% | -9.3% |
| BK | New | BANK NEW YORK MELLON CORP | $346,000 | – | 8,148 | +100.0% | 0.11% | – |
| EBAY | Sell | EBAY INC. | $336,000 | -16.6% | 6,695 | -13.5% | 0.10% | -16.3% |
| HUM | Sell | HUMANA INC | $336,000 | -22.0% | 819 | -21.2% | 0.10% | -22.0% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $319,000 | -17.8% | 3,596 | -25.9% | 0.10% | -17.6% |
| USHY | Sell | ISHARES TRbroad usd high | $315,000 | -24.5% | 7,644 | -27.6% | 0.10% | -23.6% |
| ABBV | Sell | ABBVIE INC | $317,000 | +8.6% | 2,954 | -11.5% | 0.10% | +9.0% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $314,000 | +7.2% | 2,302 | -16.2% | 0.10% | +6.7% |
| AMGN | Sell | AMGEN INC | $306,000 | -21.1% | 1,331 | -12.7% | 0.09% | -21.0% |
| LPX | Sell | LOUISIANA PAC CORP | $294,000 | +5.8% | 7,922 | -16.0% | 0.09% | +5.9% |
| STLD | Sell | STEEL DYNAMICS INC | $294,000 | +11.8% | 7,940 | -13.1% | 0.09% | +12.5% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $289,000 | -23.7% | 2,247 | -31.7% | 0.09% | -23.3% |
| CHRW | Sell | C H ROBINSON WORLDWIDE INC | $271,000 | -19.6% | 2,872 | -13.0% | 0.08% | -19.4% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $271,000 | +2.7% | 3,312 | -13.0% | 0.08% | +2.5% |
| STPZ | PIMCO ETF TR1-5 us tip idx | $261,000 | +0.4% | 4,816 | 0.0% | 0.08% | +1.3% | |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $257,000 | -5.2% | 3,704 | -3.7% | 0.08% | -4.8% |
| IVV | New | ISHARES TRcore s&p500 etf | $250,000 | – | 667 | +100.0% | 0.08% | – |
| MCK | Sell | MCKESSON CORP | $242,000 | +1.7% | 1,389 | -12.8% | 0.07% | +1.4% |
| VLO | New | VALERO ENERGY CORP | $239,000 | – | 4,225 | +100.0% | 0.07% | – |
| EOG | New | EOG RES INC | $218,000 | – | 4,367 | +100.0% | 0.07% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $214,000 | – | 2,334 | +100.0% | 0.07% | – |
| IAU | Sell | ISHARES GOLD TRUSTishares | $196,000 | -1.0% | 10,826 | -1.7% | 0.06% | -1.6% |
| PSX | Exit | PHILLIPS 66 | $0 | – | -4,502 | -100.0% | -0.07% | – |
| C | Exit | CITIGROUP INC | $0 | – | -5,820 | -100.0% | -0.08% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -1,245 | -100.0% | -0.13% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -5,305 | -100.0% | -0.26% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -6,270 | -100.0% | -0.57% | – |
| IXJ | Exit | ISHARES TRglob hlthcre etf | $0 | – | -39,256 | -100.0% | -0.86% | – |
| EMLC | Exit | VANECK VECTORS ETF TRjp morgan mkts | $0 | – | -102,945 | -100.0% | -0.97% | – |
| EWG | Exit | ISHARES INCmsci germany etf | $0 | – | -110,562 | -100.0% | -0.98% | – |
| RAVI | Exit | FLEXSHARES TRready acc vari | $0 | – | -61,243 | -100.0% | -1.43% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -113,922 | -100.0% | -1.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 4.7% |
| VANGUARD MALVERN FDS | 24 | Q3 2023 | 4.9% |
| ISHARES INC | 24 | Q3 2023 | 3.5% |
| VANGUARD SCOTTSDALE FDS | 24 | Q3 2023 | 3.2% |
| ISHARES TR | 24 | Q3 2023 | 3.8% |
| ISHARES TR | 24 | Q3 2023 | 2.4% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 2.1% |
| VANGUARD SCOTTSDALE FDS | 24 | Q3 2023 | 3.8% |
| VANGUARD TAX-MANAGED INTL FD | 24 | Q3 2023 | 1.9% |
| APPLE INC | 24 | Q3 2023 | 2.2% |
View Columbus Macro, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-21 |
View Columbus Macro, LLC'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.