$593 Thousand is the total value of Southern Farm Bureau Life Insurance's 16 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IEFA | New | ISHARES TRcore msci eafe | $68,641 | – | 1,026,784 | +100.0% | 11.58% | – |
MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $57,817 | -29.0% | 845,027 | +25.4% | 9.76% | +49.2% |
IEMG | Buy | ISHARES INCcore msci emkt | $43,463 | -43.6% | 890,820 | +3.2% | 7.34% | +18.7% |
FEZ | New | SPDR INDEX SHS FDSeuro stoxx 50 | $22,681 | – | 505,480 | +100.0% | 3.83% | – |
VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $21,092 | -34.6% | 200,033 | +21.1% | 3.56% | +37.6% |
MOTI | New | VANECK ETF TRUSTmrngstr int moat | $10,019 | – | 314,273 | +100.0% | 1.69% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-24
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF Trust | 12 | Q3 2023 | 30.4% |
Vanguard S&P 500 ETF | 12 | Q3 2023 | 20.8% |
VanEck Vectors Fallen Angel Hi | 12 | Q3 2023 | 9.1% |
ISHARES INC | 12 | Q3 2023 | 7.5% |
VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 9.8% |
ALPS ETF TR | 12 | Q3 2023 | 2.0% |
REGIONS FINANCIAL CORP NEW | 12 | Q3 2023 | 1.0% |
ISHARES TR | 11 | Q3 2023 | 15.3% |
Golub Capital BDC Inc | 11 | Q2 2023 | 8.8% |
VANGUARD WHITEHALL FDS | 11 | Q3 2023 | 3.7% |
View Southern Farm Bureau Life Insurance's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-27 |
13F-HR | 2023-07-26 |
13F-HR | 2023-04-24 |
13F-HR | 2023-01-24 |
13F-HR/A | 2023-01-24 |
13F-HR | 2022-10-26 |
13F-HR | 2022-08-01 |
13F-HR | 2022-04-28 |
View Southern Farm Bureau Life Insurance'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.