$258 Million is the total value of EWG Elevate Inc.'s 84 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SER TRprtflo s&p500 vl | $1,017,000 | +5.1% | 25,529 | 0.0% | 0.39% | -8.2% | |
| IWB | ISHARES TRrus 1000 etf | $697,000 | +8.7% | 2,865 | 0.0% | 0.27% | -4.9% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $555,000 | +12.8% | 3,791 | 0.0% | 0.22% | -1.4% | |
| IJK | ISHARES TRs&p mc 400gr etf | $220,000 | +3.8% | 2,704 | 0.0% | 0.08% | -9.6% | |
| DBO | INVESCO DB MULTI-SECTOR COMMoil fd | $207,000 | +24.0% | 15,879 | 0.0% | 0.08% | +8.1% | |
| VCIF | VERTICAL CAP INCOME FD | $124,000 | +5.1% | 11,485 | 0.0% | 0.05% | -7.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-22
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.