$124 Million is the total value of Hubbell Strickland Wealth Management, LLC's 58 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $434,000 | +5.6% | 4,631 | 0.0% | 0.35% | -1.7% | |
| ISTR | INVESTAR HLDG CORP | $411,000 | +1.0% | 17,114 | 0.0% | 0.33% | -5.7% | |
| WMT | WALMART INC | $325,000 | +0.3% | 2,733 | 0.0% | 0.26% | -6.4% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $253,000 | -7.7% | 1,886 | 0.0% | 0.20% | -13.9% | |
| AMZN | AMAZON COM INC | $227,000 | +6.1% | 123 | 0.0% | 0.18% | -1.1% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $225,000 | 0.0% | 2,775 | 0.0% | 0.18% | -6.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 20 | Q2 2024 | 35.1% |
| ISHARES TR | 20 | Q2 2024 | 11.2% |
| ISHARES TR | 20 | Q2 2024 | 9.8% |
| SPDR SER TR | 20 | Q2 2024 | 9.0% |
| VANGUARD INDEX FDS | 20 | Q2 2024 | 5.5% |
| ISHARES TR | 20 | Q2 2024 | 3.4% |
| MICROSOFT CORP | 20 | Q2 2024 | 3.0% |
| ISHARES TR | 20 | Q2 2024 | 2.6% |
| ISHARES TR | 20 | Q2 2024 | 2.6% |
| ISHARES TR | 20 | Q2 2024 | 2.7% |
View Hubbell Strickland Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-17 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-02 |
View Hubbell Strickland Wealth Management, LLC'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.