$150 Million is the total value of Hubbell Strickland Wealth Management, LLC's 59 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -1,338 | -100.0% | -0.12% | – |
MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -919 | -100.0% | -0.13% | – |
MGC | Exit | VANGUARD WORLD FDmega cap index | $0 | – | -1,464 | -100.0% | -0.14% | – |
GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -86 | -100.0% | -0.14% | – |
NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,269 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-02
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SPECIALIZED FUNDS | 17 | Q3 2023 | 35.1% |
ISHARES TR | 17 | Q3 2023 | 11.2% |
ISHARES TR | 17 | Q3 2023 | 9.2% |
SPDR SER TR | 17 | Q3 2023 | 9.0% |
VANGUARD INDEX FDS | 17 | Q3 2023 | 5.5% |
ISHARES TR | 17 | Q3 2023 | 3.4% |
MICROSOFT CORP | 17 | Q3 2023 | 2.8% |
ISHARES TR | 17 | Q3 2023 | 2.6% |
ISHARES TR | 17 | Q3 2023 | 2.6% |
ISHARES TR | 17 | Q3 2023 | 2.6% |
View Hubbell Strickland Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-28 |
13F-HR | 2022-02-02 |
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.