$210 Million is the total value of Smart Money Group LLC's 60 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CCOR | Exit | LISTED FD TRcore alt fd | $0 | – | -96,664 | -100.0% | -1.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-25
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.