$170 Million is the total value of Tolleson Wealth Management, Inc.'s 48 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES MSCI USA MIN VOL FACTOR ETF | 20 | Q3 2023 | 46.7% |
| SPDR S&P 500 ETF TRUST | 20 | Q3 2023 | 9.7% |
| ISHARES RUSSELL 3000 ETF | 20 | Q3 2023 | 7.1% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 20 | Q3 2023 | 7.6% |
| ISHARES S&P 500 GROWTH ETF | 20 | Q3 2023 | 2.2% |
| MASTERCARD INCORPORATED CL A | 20 | Q3 2023 | 1.7% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 20 | Q3 2023 | 1.5% |
| ISHARES S&P 500 VALUE ETF | 20 | Q3 2023 | 1.8% |
| VISA INC COM CL A | 20 | Q3 2023 | 1.5% |
| INVESCO S&P SMALLCAP MOMENTUM ETF | 20 | Q3 2023 | 0.8% |
View Tolleson Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Tolleson Wealth Management, 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.