$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WMB | Exit | WILLIAMS COS INC COMstock | $0 | – | -10,672 | -100.0% | -0.10% | – |
| SIL | Exit | GLOBAL X SILVER MINERS ETFetf | $0 | – | -5,031 | -100.0% | -0.10% | – |
| GDXJ | Exit | VANECK VECTORS JUNIOR GOLD MINERS ETFetf | $0 | – | -4,318 | -100.0% | -0.11% | – |
| MUB | Exit | ISHARES NATIONAL MUNI BOND ETFetf | $0 | – | -2,300 | -100.0% | -0.12% | – |
| FDX | Exit | FEDEX CORP COMstock | $0 | – | -1,279 | -100.0% | -0.15% | – |
| NUBD | Exit | NUVEEN ESG U.S. AGGREGATE BOND ETFetf | $0 | – | -13,066 | -100.0% | -0.16% | – |
| PHYS | Exit | SPROTT PHYSICAL GOLD TR UNITcef | $0 | – | -28,127 | -100.0% | -0.19% | – |
| PSLV | Exit | SPROTT PHYSICAL SILVER TR TR UNITcef | $0 | – | -55,553 | -100.0% | -0.21% | – |
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 | 2024-05-15 |
| 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 |
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.