$179 Million is the total value of Fullen Financial Group's 60 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $998,000 | -0.3% | 6,303 | 0.0% | 0.56% | -2.6% | |
| SCZ | ISHARES TReafe sml cp etf | $717,000 | +1.6% | 9,812 | 0.0% | 0.40% | -0.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 12 | Q1 2023 | 11.6% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q1 2023 | 10.8% |
| ISHARES TR | 12 | Q1 2023 | 10.0% |
| VANGUARD INDEX FDS | 12 | Q1 2023 | 7.6% |
| VANGUARD BD INDEX FDS | 12 | Q1 2023 | 8.7% |
| VANGUARD INDEX FDS | 12 | Q1 2023 | 6.6% |
| VANGUARD INDEX FDS | 12 | Q1 2023 | 4.9% |
| VANGUARD INDEX FDS | 12 | Q1 2023 | 5.1% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q1 2023 | 3.4% |
| SPDR SER TR | 12 | Q1 2023 | 3.6% |
View Fullen Financial Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-30 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-27 |
| 13F-HR | 2021-12-06 |
| 13F-HR | 2021-07-26 |
| 13F-HR | 2021-05-19 |
| 13F-HR | 2021-01-26 |
View Fullen Financial Group'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.