$243 Million is the total value of Curran Financial Partners, LLC's 75 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOX | New | VANGUARD WORLD FDS | $8,396,000 | – | 69,940 | +100.0% | 3.45% | – |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $8,092,000 | – | 26,511 | +100.0% | 3.32% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $8,059,000 | – | 86,294 | +100.0% | 3.31% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $6,091,000 | – | 31,319 | +100.0% | 2.50% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $2,590,000 | – | 24,194 | +100.0% | 1.06% | – |
| ARKK | New | ARK ETF TRinnovation etf | $423,000 | – | 6,376 | +100.0% | 0.17% | – |
| TSLA | New | TESLA INC | $242,000 | – | 225 | +100.0% | 0.10% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $229,000 | – | 649 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 8.7% |
| ISHARES TR | 12 | Q3 2023 | 8.4% |
| VANGUARD TOTAL BOND | 12 | Q3 2023 | 8.2% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 8.7% |
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 6.7% |
| ISHARES TR | 12 | Q3 2023 | 6.8% |
| VANGUARD WORLD FDS | 12 | Q3 2023 | 6.6% |
| ISHARES TR | 12 | Q3 2023 | 5.5% |
| VANGUARD SMALL CAP ETF | 12 | Q3 2023 | 3.3% |
| VANGUARD TOTAL INTERNTL | 12 | Q3 2023 | 3.2% |
View Curran Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-10 |
View Curran Financial Partners, 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.