$521 Million is the total value of KWB Wealth's 85 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 12 | Q3 2023 | 15.0% |
| SPDR SER TR | 12 | Q3 2023 | 12.1% |
| SPDR SER TR | 12 | Q3 2023 | 12.1% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 8.9% |
| SPDR SER TR | 12 | Q3 2023 | 11.2% |
| SPDR SER TR | 12 | Q3 2023 | 7.1% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 7.1% |
| SPDR SER TR | 12 | Q3 2023 | 8.4% |
| SPDR SER TR | 12 | Q3 2023 | 4.0% |
| SPDR SER TR | 12 | Q3 2023 | 3.4% |
View KWB Wealth's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-02 |
View KWB Wealth'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.