$153 Million is the total value of SWMG, LLC's 71 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 10 | Q2 2023 | 25.1% |
| ISHARES TR | 10 | Q2 2023 | 13.0% |
| ISHARES TR | 10 | Q2 2023 | 7.5% |
| VANGUARD INDEX FDS | 10 | Q2 2023 | 6.2% |
| ISHARES TR | 10 | Q2 2023 | 5.8% |
| ISHARES TR | 10 | Q2 2023 | 4.3% |
| ISHARES TR | 10 | Q2 2023 | 4.9% |
| ISHARES TR | 10 | Q2 2023 | 2.9% |
| VANGUARD BD INDEX FDS | 10 | Q2 2023 | 2.7% |
| VANGUARD TAX-MANAGED INTL FD | 10 | Q2 2023 | 1.7% |
View SWMG, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-15 |
View SWMG, 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.