$383 Million is the total value of Arkos Global Advisors's 55 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $2,033,000 | -14.9% | 15,148 | 0.0% | 0.58% | -7.5% | |
DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $582,000 | -11.3% | 1,890 | 0.0% | 0.16% | -3.5% | |
MBB | ISHARES MBS ETFetf | $489,000 | -4.3% | 5,013 | 0.0% | 0.14% | +4.5% | |
HTA | HEALTHCARE RLTY TR CL A COMreit | $408,000 | -10.9% | 14,612 | 0.0% | 0.12% | -3.3% | |
GDX | VANECK GOLD MINERS ETFetf | $402,000 | -28.6% | 14,688 | 0.0% | 0.11% | -22.4% | |
SLV | ISHARES SILVER TRUSTetf | $221,000 | -18.5% | 11,837 | 0.0% | 0.06% | -11.3% | |
CIM | CHIMERA INVT CORP COM NEWreit | $100,000 | -26.5% | 11,298 | 0.0% | 0.03% | -22.2% | |
AMRN | AMARIN CORP PLC SPONS ADR NEWadr | $15,000 | -54.5% | 10,000 | 0.0% | 0.00% | -55.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.