$32.4 Thousand is the total value of Nationwide Asset Management LLC's 6 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 50.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ACWI | Buy | MSCI ACWI ETFishares tr | $18,214 | +6.5% | 201,800 | +0.8% | 56.21% | +238.4% |
TLT | Buy | 20 YR TR BD ETFishares tr | $753 | +16.4% | 7,185 | +11.7% | 2.32% | +269.5% |
IGSB | New | ISHS 1-5YR INVSishares tr | $507 | – | 10,070 | +100.0% | 1.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MSCI ACWI ETF | 16 | Q3 2023 | 72.2% |
ISHARES TR | 16 | Q3 2023 | 56.8% |
ISHS 5-10YR INVT | 16 | Q3 2023 | 13.3% |
OWL ROCK CAPITAL CORPORATION | 15 | Q2 2023 | 96.8% |
VANGUARD SCOTTSDALE FDS | 13 | Q4 2022 | 26.2% |
ISHS 1-5YR INVS | 11 | Q3 2023 | 23.3% |
MSCI EAFE ETF | 10 | Q1 2022 | 42.6% |
JPMORGAN USD EMG | 10 | Q3 2022 | 38.5% |
ISHARES TR | 8 | Q3 2021 | 0.3% |
ISHARES TR | 7 | Q3 2023 | 2.5% |
View Nationwide Asset Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-10-27 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-10 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-27 |
13F-HR | 2022-04-07 |
13F-HR | 2022-02-04 |
13F-HR | 2021-10-20 |
13F-HR | 2021-08-06 |
View Nationwide Asset 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.