$279 Billion is the total value of RDA Financial Network's 252 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -3,894 | -100.0% | -0.09% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | -3,938 | -100.0% | -0.09% | – |
| NTR | Exit | NUTRIEN LTD | $0 | – | -4,435 | -100.0% | -0.09% | – |
| FLRN | Exit | SPDR SERIES TRUSTblomberg brc inv | $0 | – | -7,000 | -100.0% | -0.09% | – |
| GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -14,980 | -100.0% | -0.09% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -1,585 | -100.0% | -0.09% | – |
| VCLT | Exit | VANGUARD SCOTTSDALE FDSlg-term cor bd | $0 | – | -2,212 | -100.0% | -0.10% | – |
| VRP | Exit | INVESCO EXCHNG TRADED FD TRvar rate pfd | $0 | – | -8,948 | -100.0% | -0.10% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -3,001 | -100.0% | -0.12% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -3,042 | -100.0% | -0.12% | – |
| XNTK | Exit | SPDR SERIES TRUSTnyse tech etf | $0 | – | -4,351 | -100.0% | -0.14% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -11,503 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 19 | Q3 2023 | 6.7% |
| INVESCO EXCHANGE TRADED FD T | 19 | Q3 2023 | 6.7% |
| APPLE INC | 19 | Q3 2023 | 3.4% |
| VANGUARD WHITEHALL FDS INC | 19 | Q3 2023 | 3.3% |
| MICROSOFT CORP | 19 | Q3 2023 | 3.1% |
| SPDR SER TR | 19 | Q3 2023 | 2.8% |
| VANGUARD TAX-MANAGED INTL FD | 19 | Q3 2023 | 4.7% |
| SPDR SER TR | 19 | Q3 2023 | 2.3% |
| ISHARES TR | 19 | Q3 2023 | 3.4% |
| ALPHABET INC | 19 | Q3 2023 | 2.6% |
View RDA Financial Network's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-31 |
View RDA Financial Network'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.