$152 Million is the total value of Iron Horse Wealth Management, LLC's 210 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $5,639,000 | – | 90,212 | +100.0% | 3.72% | – |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $36,000 | – | 1,351 | +100.0% | 0.02% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $30,000 | – | 478 | +100.0% | 0.02% | – |
| EFV | New | ISHARES TReafe value etf | $27,000 | – | 525 | +100.0% | 0.02% | – |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $18,000 | – | 122 | +100.0% | 0.01% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $16,000 | – | 266 | +100.0% | 0.01% | – |
| IVR | New | INVESCO MORTGAGE CAPITAL INC | $12,000 | – | 3,049 | +100.0% | 0.01% | – |
| MO | New | ALTRIA GROUP INC | $10,000 | – | 200 | +100.0% | 0.01% | – |
| ABT | New | ABBOTT LABS | $8,000 | – | 66 | +100.0% | 0.01% | – |
| OTLY | New | OATLY GROUP ABsponsored ads | $6,000 | – | 250 | +100.0% | 0.00% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $3,000 | – | 20 | +100.0% | 0.00% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $3,000 | – | 19 | +100.0% | 0.00% | – |
| K | New | KELLOGG CO | $2,000 | – | 30 | +100.0% | 0.00% | – |
| UNVR | New | UNIVAR SOLUTIONS USA INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| CASY | New | CASEYS GEN STORES INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| OGN | New | ORGANON & CO | $0 | – | 11 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 11.9% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 12.5% |
| ISHARES TR | 12 | Q3 2023 | 12.2% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 6.9% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 6.3% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 5.6% |
| SPDR SER TR | 12 | Q3 2023 | 8.7% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.6% |
| GLOBAL X FDS | 12 | Q3 2023 | 4.4% |
| SPDR SER TR | 12 | Q3 2023 | 7.4% |
View Iron Horse Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-19 |
View Iron Horse Wealth Management, LLC'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.