$236 Million is the total value of Burleson & Company, LLC's 108 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | New | ISHARES TRcore us aggbd et | $3,493,000 | – | 32,238 | +100.0% | 1.48% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $2,213,000 | – | 52,600 | +100.0% | 0.94% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $1,508,000 | – | 12,679 | +100.0% | 0.64% | – |
| GIS | New | GENERAL MLS INC | $361,000 | – | 7,053 | +100.0% | 0.15% | – |
| PAYX | New | PAYCHEX INC | $279,000 | – | 3,300 | +100.0% | 0.12% | – |
| KMB | New | KIMBERLY CLARK CORP | $268,000 | – | 2,100 | +100.0% | 0.11% | – |
| MMM | New | 3M CO | $243,000 | – | 1,313 | +100.0% | 0.10% | – |
| DOW | New | DOW INC | $236,000 | – | 4,427 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-09
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.