$211 Million is the total value of PRUDENT INVESTORS NETWORK, INC.'s 32 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $21,843,177 | – | 373,133 | +100.0% | 10.36% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $21,660,145 | – | 284,142 | +100.0% | 10.28% | – |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $21,598,645 | +15.1% | 250,332 | +12.8% | 10.25% | +15.6% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $20,777,676 | +17.7% | 224,006 | +14.8% | 9.86% | +18.2% |
| IAGG | Buy | ISHARES TRcore intl aggr | $15,854,734 | +20.5% | 323,897 | +17.1% | 7.52% | +21.0% |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $10,170,296 | – | 251,740 | +100.0% | 4.82% | – |
| LMT | New | LOCKHEED MARTIN CORP | $4,586,190 | – | 9,702 | +100.0% | 2.18% | – |
| XOM | Buy | EXXON MOBIL CORP | $862,915 | +0.3% | 7,869 | +0.8% | 0.41% | +0.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $435,743 | +46.0% | 3,324 | +56.9% | 0.21% | +46.8% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $229,399 | -2.7% | 962 | +1.3% | 0.11% | -1.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PIMCO ETF TR | 16 | Q3 2023 | 15.0% |
| ISHARES TR | 16 | Q3 2023 | 16.5% |
| ISHARES TR | 16 | Q3 2023 | 13.4% |
| SELECT SECTOR SPDR TR | 16 | Q3 2023 | 10.0% |
| SELECT SECTOR SPDR TR | 16 | Q3 2023 | 5.2% |
| APPLE INC | 16 | Q3 2023 | 3.2% |
| ABBVIE INC | 16 | Q3 2023 | 0.6% |
| ABBOTT LABS | 16 | Q3 2023 | 0.5% |
| ISHARES TR | 16 | Q3 2023 | 0.4% |
| ISHARES TR | 15 | Q3 2023 | 15.1% |
View PRUDENT INVESTORS NETWORK, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-16 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-18 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-09-14 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-09 |
View PRUDENT INVESTORS NETWORK, 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.