$101 Million is the total value of Nikulski Financial, Inc.'s 77 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1,920,000 | – | 43,396 | +100.0% | 1.90% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $278,000 | – | 2,545 | +100.0% | 0.28% | – |
| FM | New | ISHARES INCmsci frntr100etf | $274,000 | – | 7,813 | +100.0% | 0.27% | – |
| GLD | New | SPDR GOLD TRUST | $255,000 | – | 2,031 | +100.0% | 0.25% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $247,000 | – | 4,670 | +100.0% | 0.24% | – |
| DFJ | New | WISDOMTREE TRjp smallcp div | $231,000 | – | 2,844 | +100.0% | 0.23% | – |
| ITEQ | New | ETF MANAGERS TRbluestar israel | $224,000 | – | 6,965 | +100.0% | 0.22% | – |
| JKHY | New | HENRY JACK & ASSOC INC | $205,000 | – | 1,695 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 24 | Q3 2023 | 8.1% |
| APPLE INC | 24 | Q3 2023 | 7.1% |
| AMAZON COM INC | 24 | Q3 2023 | 6.7% |
| ISHARES TR | 24 | Q3 2023 | 4.5% |
| ISHARES TR | 24 | Q3 2023 | 4.4% |
| ALPHABET INC | 24 | Q3 2023 | 3.4% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 3.5% |
| UNITEDHEALTH GROUP INC | 24 | Q3 2023 | 2.9% |
| JPMORGAN CHASE & CO | 24 | Q3 2023 | 3.4% |
View Nikulski Financial, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-02-01 |
View Nikulski Financial, 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.