$227 Million is the total value of Verde Capital Management's 37 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Exit | APPLE INC | $0 | – | -2,343 | -100.0% | -0.16% | – |
GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -16,755 | -100.0% | -0.16% | – |
IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -50,539 | -100.0% | -0.46% | – |
FB | Exit | FACEBOOK INCcl a | $0 | – | -5,425 | -100.0% | -0.74% | – |
BA | Exit | BOEING CO | $0 | – | -10,340 | -100.0% | -1.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANECK VECTORS ETF TRUST | 16 | Q3 2023 | 18.5% |
VANGUARD BD INDEX FDS | 16 | Q3 2023 | 12.9% |
INVESCO QQQ TR | 16 | Q3 2023 | 8.1% |
ISHARES TR | 16 | Q3 2023 | 4.1% |
TESLA INC | 16 | Q3 2023 | 2.3% |
AMAZON COM INC | 16 | Q3 2023 | 1.3% |
SALESFORCE INC | 16 | Q3 2023 | 1.3% |
SPDR SER TR | 16 | Q3 2023 | 1.5% |
ZILLOW GROUP INC | 16 | Q3 2023 | 1.1% |
ALPHABET INC | 16 | Q3 2023 | 1.2% |
View Verde Capital Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-12 |
13F-HR | 2023-11-14 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-25 |
13F-HR | 2023-01-24 |
13F-HR | 2022-11-14 |
13F-HR | 2022-07-28 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-24 |
View Verde Capital Management'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.