$319 Million is the total value of HawsGoodwin Investment Management LLC's 109 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Exit | APPLE INCcall | $0 | – | -300 | -100.0% | -0.01% | – |
PAYX | Exit | PAYCHEX INCput | $0 | – | -1,000 | -100.0% | -0.03% | – |
IYG | Exit | ISHARES TRu.s. fin svc etf | $0 | – | -30,878 | -100.0% | -1.34% | – |
BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -97,164 | -100.0% | -2.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 9 | Q4 2021 | 10.7% |
VANGUARD INDEX FDS | 9 | Q4 2021 | 4.7% |
ISHARES TR | 9 | Q4 2021 | 7.9% |
ISHARES TR | 9 | Q4 2021 | 2.8% |
SPDR S&P 500 ETF TR | 9 | Q4 2021 | 3.7% |
SPDR GOLD TRUST | 9 | Q4 2021 | 3.2% |
APPLE INC | 9 | Q4 2021 | 2.1% |
VANGUARD INDEX FDS | 9 | Q4 2021 | 2.7% |
ISHARES TR | 9 | Q4 2021 | 2.8% |
ADOBE SYSTEMS INCORPORATED | 9 | Q4 2021 | 1.3% |
View HawsGoodwin Investment Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-02-09 |
13F-HR | 2021-11-12 |
13F-HR | 2021-08-04 |
13F-HR | 2021-05-05 |
13F-HR | 2021-02-11 |
13F-HR | 2020-11-09 |
13F-HR | 2020-08-11 |
13F-HR | 2020-05-07 |
13F-HR | 2020-02-13 |
View HawsGoodwin Investment 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.