$495 Thousand is the total value of Arkos Global Advisors's 94 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CIM | Exit | CHIMERA INVT CORP COM NEWreit | $0 | – | -11,841 | -100.0% | -0.02% | – |
CMCSA | Exit | COMCAST CORP NEW CL Astock | $0 | – | -5,937 | -100.0% | -0.05% | – |
BLK | Exit | BLACKROCK INC COMstock | $0 | – | -300 | -100.0% | -0.05% | – |
SPHD | Exit | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFetf | $0 | – | -5,057 | -100.0% | -0.06% | – |
PEP | Exit | PEPSICO INC COMstock | $0 | – | -1,250 | -100.0% | -0.06% | – |
ICE | Exit | INTERCONTINENTAL EXCHANGE INC COMstock | $0 | – | -2,379 | -100.0% | -0.06% | – |
Exit | ANNALY CAPITAL MANAGEMENT INC COM NEWreit | $0 | – | -12,316 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
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.