$182 Million is the total value of Nikulski Financial, Inc.'s 111 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IYE | New | ISHARES TRu.s. energy etf | $1,041,000 | – | 51,419 | +100.0% | 0.57% | – |
SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $545,000 | – | 17,770 | +100.0% | 0.30% | – |
SPSM | New | SPDR SER TRportfolio s&p600 | $352,000 | – | 9,822 | +100.0% | 0.19% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $252,000 | – | 1,294 | +100.0% | 0.14% | – |
RCL | New | ROYAL CARIBBEAN GROUP | $245,000 | – | 3,280 | +100.0% | 0.13% | – |
HON | New | HONEYWELL INTL INC | $213,000 | – | 1,003 | +100.0% | 0.12% | – |
SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $204,000 | – | 2,985 | +100.0% | 0.11% | – |
USMV | New | ISHARES TRmsci usa min vol | $201,000 | – | 2,963 | +100.0% | 0.11% | – |
ARLP | New | ALLIANCE RESOURCE PARTNERS Lut ltd part | $67,000 | – | 15,000 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-02-09
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.