$129 Million is the total value of Shone Asset Management LLC's 41 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EYEN | Exit | EYENOVIA INC | $0 | – | -18,908 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 4 | Q4 2020 | 17.0% |
| FLEXSHARES TR | 4 | Q4 2020 | 8.9% |
| FLEXSHARES TR | 4 | Q4 2020 | 6.9% |
| FLEXSHARES TR | 4 | Q4 2020 | 7.0% |
| AMERICAN CENTY ETF TR | 4 | Q4 2020 | 7.3% |
| SPDR SER TR | 4 | Q4 2020 | 6.3% |
| ISHARES TR | 4 | Q4 2020 | 6.5% |
| FLEXSHARES TR | 4 | Q4 2020 | 6.0% |
| VANGUARD WHITEHALL FDS | 4 | Q4 2020 | 6.5% |
| VANGUARD INDEX FDS | 4 | Q4 2020 | 4.7% |
View Shone Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-01-20 |
| 13F-HR | 2020-10-20 |
| 13F-HR | 2020-07-31 |
| 13F-HR | 2020-04-29 |
View Shone Asset Management 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.