$189 Million is the total value of Midwest Professional Planners, LTD.'s 114 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $825,000 | -4.4% | 251 | 0.0% | 0.44% | -2.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $343,000 | -1.7% | 1,256 | 0.0% | 0.18% | 0.0% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $297,000 | 0.0% | 1,480 | 0.0% | 0.16% | +1.9% | |
| VO | VANGUARD INDEX FDSmid cap etf | $295,000 | -0.3% | 1,245 | 0.0% | 0.16% | +1.3% | |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $248,000 | -2.0% | 4,905 | 0.0% | 0.13% | 0.0% | |
| BMI | BADGER METER INC | $239,000 | +3.0% | 2,368 | 0.0% | 0.13% | +5.0% | |
| CDXC | CHROMADEX CORP | $131,000 | -36.7% | 20,950 | 0.0% | 0.07% | -36.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR TR UNIT | 24 | Q3 2023 | 20.1% |
| ISHARES TR CORE U S AGGREGATE BD ETF | 24 | Q3 2023 | 9.4% |
| ISHARES TR RUSSELL 3000 ETF | 24 | Q3 2023 | 6.7% |
| ISHARES TR 1-3 YR TREAS BD ETF | 24 | Q3 2023 | 9.2% |
| ISHARES TR MSCI EAFE ETF | 24 | Q3 2023 | 5.2% |
| NVIDIA CORPORATION | 24 | Q3 2023 | 3.6% |
| APPLE INC COM | 24 | Q3 2023 | 2.3% |
| Moody's Corporation | 24 | Q3 2023 | 2.0% |
| EDWARDS LIFESCIENCES CORP COM | 24 | Q3 2023 | 1.6% |
| APPLIED MATLS INC | 24 | Q3 2023 | 1.9% |
View Midwest Professional Planners, LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-08 |
View Midwest Professional Planners, LTD.'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.