$177 Million is the total value of EWG Elevate Inc.'s 74 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TLH | New | ISHARES TR10-20 yr trs etf | $18,001,000 | – | 165,223 | +100.0% | 10.15% | – |
| SH | New | PROSHARES TRshort s&p 500 ne | $12,464,000 | – | 721,272 | +100.0% | 7.03% | – |
| VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $1,536,000 | – | 24,412 | +100.0% | 0.87% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $1,230,000 | – | 12,006 | +100.0% | 0.69% | – |
| New | LITMAN GREGORY FDS TRimgp dbi managed | $662,000 | – | 19,510 | +100.0% | 0.37% | – | |
| ANNX | New | ANNEXON INC | $62,000 | – | 10,000 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-13
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.