$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -1,522 | -100.0% | -0.23% | – |
| MMM | Exit | 3M CO | $0 | – | -1,946 | -100.0% | -0.32% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -7,695 | -100.0% | -0.47% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -3,387 | -100.0% | -0.49% | – |
| XSLV | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $0 | – | -15,720 | -100.0% | -0.54% | – |
| FSKR | Exit | FS KKR CAP CORP II | $0 | – | -38,618 | -100.0% | -0.59% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -29,992 | -100.0% | -0.75% | – |
| FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -62,641 | -100.0% | -2.14% | – |
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.