$218 Million is the total value of Arkos Global Advisors's 83 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VSGX | New | VANGUARD ESG INTERNATIONAL STOCK ETFetf | $418,000 | – | 7,048 | +100.0% | 0.17% | – |
| ESGE | New | ISHARES MSCI EM ESG SELECT ETFetf | $298,000 | – | 7,096 | +100.0% | 0.12% | – |
| NUSC | New | NUVEEN ESG SMALL-CAP ETFetf | $263,000 | – | 6,850 | +100.0% | 0.11% | – |
| BMO | New | BANK MONTREAL QUE COMstock | $228,000 | – | 3,000 | +100.0% | 0.09% | – |
| BAC | New | BK OF AMERICA CORP COMstock | $225,000 | – | 7,416 | +100.0% | 0.09% | – |
| FDN | New | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $214,000 | – | 1,007 | +100.0% | 0.09% | – |
| CSCO | New | CISCO SYS INC COMstock | $216,000 | – | 4,818 | +100.0% | 0.09% | – |
| VTV | New | VANGUARD VALUE INDEX FUNDetf | $201,000 | – | 1,688 | +100.0% | 0.08% | – |
| GS | New | GOLDMAN SACHS GROUP INC COMstock | $200,000 | – | 760 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 20 | Q3 2023 | 26.0% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 20 | Q3 2023 | 18.0% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 20 | Q3 2023 | 21.2% |
| ISHARES TR | 20 | Q3 2023 | 9.4% |
| VANGUARD MID-CAP INDEX FUND | 20 | Q3 2023 | 5.7% |
| SPDR GOLD TRUST | 20 | Q3 2023 | 5.3% |
| ISHARES INC | 20 | Q3 2023 | 4.3% |
| VANGUARD SMALL-CAP INDEX FUND | 20 | Q3 2023 | 3.3% |
| INVESCO PREFERRED ETF | 20 | Q3 2023 | 2.7% |
| SPDR SERIES TRUST | 20 | Q3 2023 | 2.7% |
View Arkos Global Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
View Arkos Global Advisors'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.