$194 Million is the total value of Burleson & Company, LLC's 100 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | New | ISHARES TRrussell 2000 etf | $1,955,000 | – | 12,470 | +100.0% | 1.01% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $1,652,000 | – | 8,606 | +100.0% | 0.85% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $780,000 | – | 18,314 | +100.0% | 0.40% | – |
| SCHK | New | SCHWAB STRATEGIC TR1000 index etf | $477,000 | – | 17,435 | +100.0% | 0.25% | – |
| TXN | New | TEXAS INSTRS INC | $309,000 | – | 2,897 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 21 | Q4 2022 | 6.8% |
| AMAZON COM INC | 21 | Q4 2022 | 6.7% |
| SCHWAB STRATEGIC TR | 21 | Q4 2022 | 10.6% |
| MICROSOFT CORP | 21 | Q4 2022 | 4.9% |
| SCHWAB STRATEGIC TR | 21 | Q4 2022 | 5.3% |
| WELLS FARGO CO NEW | 21 | Q4 2022 | 6.8% |
| VANGUARD BD INDEX FDS | 21 | Q4 2022 | 3.4% |
| SCHWAB STRATEGIC TR | 21 | Q4 2022 | 2.1% |
| AT&T INC | 21 | Q4 2022 | 4.0% |
| ALPHABET INC | 21 | Q4 2022 | 3.4% |
View Burleson & Company, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-25 |
| 13F-HR | 2021-11-02 |
| 13F-HR | 2021-07-22 |
| 13F-HR | 2021-05-12 |
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-11-10 |
View Burleson & Company, 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.