$240 Million is the total value of Verde Capital Management's 37 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
HSCZ | New | ISHARES TRmsci eafe smcp | $210,000 | – | 5,689 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-13
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.