$110 Million is the total value of Silicon Hills Wealth Management, LLC's 79 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIAL | New | COLUMBIA ETF TR Idiversifid fxd | $1,126,000 | – | 50,971 | +100.0% | 1.02% | – |
| NUSI | New | ETF SER SOLUTIONSnationwide rsk | $621,000 | – | 22,569 | +100.0% | 0.56% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $583,000 | – | 4,552 | +100.0% | 0.53% | – |
| NTLA | New | INTELLIA THERAPEUTICS INC | $463,000 | – | 8,513 | +100.0% | 0.42% | – |
| IEMG | New | ISHARES INCcore msci emkt | $446,000 | – | 7,182 | +100.0% | 0.40% | – |
| MUB | New | ISHARES TRnational mun etf | $433,000 | – | 3,694 | +100.0% | 0.39% | – |
| PRNT | New | ARK ETF TR3d printing etf | $406,000 | – | 12,904 | +100.0% | 0.37% | – |
| JBLU | New | JETBLUE AWYS CORP | $326,000 | – | 22,432 | +100.0% | 0.30% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $323,000 | – | 2,563 | +100.0% | 0.29% | – |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $304,000 | – | 12,693 | +100.0% | 0.28% | – |
| WKHS | New | WORKHORSE GROUP INC | $253,000 | – | 12,798 | +100.0% | 0.23% | – |
| COST | New | COSTCO WHSL CORP NEW | $244,000 | – | 648 | +100.0% | 0.22% | – |
| TWOU | New | 2U INC | $240,000 | – | 5,990 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 15 | Q2 2023 | 8.0% |
| SPDR S&P 500 ETF TR | 15 | Q2 2023 | 6.1% |
| APPLE INC | 15 | Q2 2023 | 4.0% |
| ISHARES TR | 15 | Q2 2023 | 2.4% |
| VISA INC | 15 | Q2 2023 | 2.5% |
| AMAZON COM INC | 15 | Q2 2023 | 2.2% |
| ISHARES TR | 15 | Q2 2023 | 3.2% |
| ISHARES TR | 15 | Q2 2023 | 5.3% |
| AMERICAN EXPRESS CO | 15 | Q2 2023 | 1.6% |
| JOHNSON & JOHNSON | 15 | Q2 2023 | 1.5% |
View Silicon Hills Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-17 |
View Silicon Hills 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.