$157 Million is the total value of Fullen Financial Group's 58 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EFA | ISHARES TRmsci eafe etf | $995,000 | -5.1% | 16,778 | 0.0% | 0.63% | -6.1% | |
SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $832,000 | -14.7% | 38,404 | 0.0% | 0.53% | -15.6% | |
SCZ | ISHARES TReafe sml cp etf | $500,000 | -6.7% | 9,812 | 0.0% | 0.32% | -7.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-10
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.