$135 Million is the total value of Investment Research & Advisory Group, Inc.'s 148 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | New | VANGUARD INDEX FDS GROWTH ETFgrowth etf | $75,000 | – | 295 | +100.0% | 0.06% | – |
| VV | New | VANGUARD INDEX FDS LARGE CAP ETFlarge cap etf | $53,000 | – | 300 | +100.0% | 0.04% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $35,000 | – | 170 | +100.0% | 0.03% | – |
| VTV | New | VANGUARD INDEX FDS VALUE ETFvalue etf | $22,000 | – | 185 | +100.0% | 0.02% | – |
| IWP | New | ISHARES RUS MD CP GR ETFrus md cp gr etf | $15,000 | – | 146 | +100.0% | 0.01% | – |
| KLXE | New | KLX ENERGY SERVICES HOLDINGS INC | $13,000 | – | 2,028 | +100.0% | 0.01% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse devmkt etf | $8,000 | – | 173 | +100.0% | 0.01% | – |
| IGIB | New | ISHARES TR ISHS 5-10YR INVT | $6,000 | – | 90 | +100.0% | 0.00% | – |
| IEMG | New | ISHARES INC CORE MSCI EMKTcore msci emkt | $4,000 | – | 70 | +100.0% | 0.00% | – |
| XERS | New | XERIS PHARMACEUTICALS INC | $4,000 | – | 803 | +100.0% | 0.00% | – |
| EEM | New | ISHARES MSCI EMG MKT ETFmsci emg mkt etf | $3,000 | – | 51 | +100.0% | 0.00% | – |
| IEFA | New | ISHARES TR CORE MSCI EAFEcore msci eafe | $3,000 | – | 50 | +100.0% | 0.00% | – |
| QUAL | New | ISHARES TR MSCI USA QLT FCTmsci usa qlt fct | $3,000 | – | 23 | +100.0% | 0.00% | – |
| SCHP | New | SCHWAB US TIPS ETFus tips etf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| PENN | New | PENN NATL GAMING INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 16 | Q3 2023 | 31.6% |
| APPLE INC | 16 | Q3 2023 | 9.7% |
| MICROSOFT CORP | 16 | Q3 2023 | 5.3% |
| AMAZON.COM INC | 16 | Q3 2023 | 4.9% |
| MASTERCARD INC CLASS A | 16 | Q3 2023 | 3.9% |
| ALPHABET INC. CLASS A | 16 | Q3 2023 | 3.5% |
| VISA INC CLASS A | 16 | Q3 2023 | 3.4% |
| BLACKROCK INC | 16 | Q3 2023 | 2.6% |
| IQVIA HOLDINGS INC | 16 | Q3 2023 | 2.6% |
| JPMORGAN CHASE & CO | 16 | Q3 2023 | 2.5% |
View Investment Research & Advisory Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-19 |
View Investment Research & Advisory Group, Inc.'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.