$169 Million is the total value of Smart Money Group LLC's 81 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGSB | New | ISHARES TRsh tr crport etf | $4,241,000 | – | 77,521 | +100.0% | 2.51% | – |
| XSOE | New | WISDOMTREE TRem ex st-owned | $3,223,000 | – | 107,735 | +100.0% | 1.91% | – |
| EFG | New | ISHARES TReafe grwth etf | $2,257,000 | – | 27,170 | +100.0% | 1.34% | – |
| RODM | New | LATTICE STRATEGIES TRhartford mlt etf | $2,145,000 | – | 87,137 | +100.0% | 1.27% | – |
| VLUE | New | ISHARES TRedge msci usa vl | $1,539,000 | – | 21,293 | +100.0% | 0.91% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $1,508,000 | – | 5,696 | +100.0% | 0.89% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $1,389,000 | – | 4,985 | +100.0% | 0.82% | – |
| ANGL | New | VANECK VECTORS ETF TRfallen angel hg | $779,000 | – | 27,151 | +100.0% | 0.46% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $448,000 | – | 12,287 | +100.0% | 0.26% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $395,000 | – | 2,934 | +100.0% | 0.23% | – |
| ABBV | New | ABBVIE INC | $391,000 | – | 3,981 | +100.0% | 0.23% | – |
| CVX | New | CHEVRON CORP NEW | $285,000 | – | 3,193 | +100.0% | 0.17% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $266,000 | – | 4,814 | +100.0% | 0.16% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $264,000 | – | 1,270 | +100.0% | 0.16% | – |
| AMZN | New | AMAZON COM INC | $262,000 | – | 95 | +100.0% | 0.16% | – |
| AGG | New | ISHARES TRcore us aggbd et | $259,000 | – | 2,194 | +100.0% | 0.15% | – |
| FSKR | New | FS KKR CAP CORP II | $253,000 | – | 19,635 | +100.0% | 0.15% | – |
| COP | New | CONOCOPHILLIPS | $236,000 | – | 5,611 | +100.0% | 0.14% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $211,000 | – | 2,488 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 27 | Q2 2024 | 14.3% |
| ISHARES TR | 27 | Q2 2024 | 11.9% |
| ISHARES TR | 27 | Q2 2024 | 10.9% |
| SPDR SER TR | 27 | Q2 2024 | 9.3% |
| VANGUARD SPECIALIZED FUNDS | 27 | Q2 2024 | 6.3% |
| ISHARES TR | 27 | Q2 2024 | 6.2% |
| SPDR S&P 500 ETF TR | 27 | Q2 2024 | 7.7% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 10.3% |
| FIRST TR EXCHANGE TRADED FD | 27 | Q2 2024 | 1.9% |
| BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 0.7% |
View Smart Money Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-14 |
View Smart Money Group 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.