$211 Million is the total value of Curran Financial Partners, LLC's 66 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $3,901,584 | – | 15,449 | +100.0% | 1.85% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $3,347,150 | – | 68,603 | +100.0% | 1.59% | – |
| VOX | New | VANGUARD WORLD FDS | $3,008,274 | – | 31,119 | +100.0% | 1.43% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $1,045,154 | – | 21,856 | +100.0% | 0.50% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $831,118 | – | 14,197 | +100.0% | 0.39% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $453,404 | – | 4,371 | +100.0% | 0.22% | – |
| UBSI | New | UNITED BANKSHARES INC WEST V | $379,491 | – | 10,781 | +100.0% | 0.18% | – |
| FIBK | New | FIRST INTST BANCSYSTEM INC | $298,600 | – | 10,000 | +100.0% | 0.14% | – |
| MRK | New | MERCK & CO INC | $204,444 | – | 1,922 | +100.0% | 0.10% | – |
| PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $171,647 | – | 12,071 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-02
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.