$217 Million is the total value of EWG Elevate Inc.'s 70 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TRbarclays 7 10 yr | $505,000 | -1.6% | 4,210 | 0.0% | 0.23% | -22.4% | |
| VCIF | VERTICAL CAP INCOME FD | $113,000 | -0.9% | 11,485 | 0.0% | 0.05% | -21.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 12.1% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 6.0% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 7.7% |
| WP CAREY INC | 16 | Q3 2023 | 6.2% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.7% |
| SSGA ACTIVE ETF TR | 16 | Q3 2023 | 2.8% |
| INVESCO QQQ TR | 16 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 4.6% |
| FIRST TR EXCHANGE-TRADED FD | 16 | Q3 2023 | 2.5% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 4.7% |
View EWG Elevate Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-21 |
View EWG Elevate 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.