$115 Million is the total value of Nikulski Financial, Inc.'s 96 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PJUL | INNOVATOR ETFS TRs&p 500 pwr | $458,000 | -11.1% | 19,135 | 0.0% | 0.40% | +7.2% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $296,000 | -34.2% | 3,337 | 0.0% | 0.26% | -20.9% | |
| CRM | SALESFORCE COM INC | $253,000 | -20.7% | 1,755 | 0.0% | 0.22% | -4.3% | |
| INDA | ISHARES TRmsci india etf | $238,000 | -31.8% | 9,864 | 0.0% | 0.21% | -17.5% | |
| PJUN | INNOVATOR ETFS TRs&p 500 pwr bu | $213,000 | -9.0% | 8,530 | 0.0% | 0.19% | +10.1% | |
| LLY | LILLY ELI & CO | $208,000 | -1.0% | 1,500 | 0.0% | 0.18% | +19.1% | |
| ACB | AURORA CANNABIS INC | $15,000 | -51.6% | 16,300 | 0.0% | 0.01% | -40.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-29
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.