$115 Million is the total value of Sunburst Financial Group, LLC's 64 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2019 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-30
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SCOTTSDALE FDS | 19 | Q2 2024 | 16.2% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 15.0% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 12.5% |
ISHARES TR | 19 | Q2 2024 | 13.5% |
VANGUARD WHITEHALL FDS INC | 19 | Q2 2024 | 9.5% |
VANGUARD INDEX FDS | 19 | Q2 2024 | 7.3% |
ISHARES TR | 19 | Q2 2024 | 6.9% |
ISHARES TR | 19 | Q2 2024 | 4.6% |
VANGUARD SCOTTSDALE FDS | 19 | Q2 2024 | 8.3% |
ISHARES TR | 19 | Q2 2024 | 3.1% |
View Sunburst Financial Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-17 |
13F-HR | 2024-07-12 |
13F-HR | 2024-04-16 |
13F-HR | 2024-01-09 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-12 |
13F-HR | 2023-05-08 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-29 |
View Sunburst Financial Group, 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.