$126 Million is the total value of Interchange Capital Partners, LLC's 149 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 26.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IQLT | Buy | ISHARES TRmsci intl qualty | $9,567,983 | -5.7% | 284,938 | +0.0% | 7.60% | -1.7% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,185,649 | +17.4% | 16,733 | +21.9% | 5.71% | +22.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $6,222,732 | -3.5% | 45,114 | -0.6% | 4.95% | +0.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $3,827,871 | -4.2% | 59,486 | +0.8% | 3.04% | -0.2% |
| VLUE | ISHARES TRmsci usa value | $3,686,271 | -3.3% | 40,634 | 0.0% | 2.93% | +0.8% | |
| MSFT | Buy | MICROSOFT CORP | $3,221,758 | -3.6% | 10,205 | +4.0% | 2.56% | +0.4% |
| AAPL | Buy | APPLE INC | $3,122,619 | +1.2% | 18,241 | +14.6% | 2.48% | +5.4% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,992,429 | -14.5% | 62,880 | -11.4% | 2.38% | -11.0% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $2,728,314 | -19.2% | 20,702 | -17.3% | 2.17% | -15.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,304,568 | -34.4% | 5,391 | -32.0% | 1.83% | -31.7% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $2,232,972 | +0.3% | 41,501 | +3.4% | 1.78% | +4.5% |
| BBJP | Buy | J P MORGAN EXCHANGE TRADED Fbetabuldrs japan | $2,203,041 | -6.6% | 45,803 | +0.0% | 1.75% | -2.8% |
| EFV | Buy | ISHARES TReafe value etf | $2,082,751 | +50.5% | 42,566 | +50.6% | 1.66% | +56.8% |
| Sell | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $2,076,509 | -16.8% | 44,951 | -13.0% | 1.65% | -13.3% | |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $2,064,931 | -1.8% | 33,365 | +0.3% | 1.64% | +2.3% |
| AMZN | Buy | AMAZON COM INC | $2,054,126 | -1.3% | 16,169 | +1.1% | 1.63% | +2.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,922,125 | +8.5% | 14,699 | -0.7% | 1.53% | +13.0% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $1,886,673 | -6.5% | 29,699 | -1.8% | 1.50% | -2.5% |
| EZU | Buy | ISHARES INCmsci eurzone etf | $1,774,275 | -7.4% | 42,005 | +0.5% | 1.41% | -3.6% |
| EFG | Sell | ISHARES TReafe grwth etf | $1,695,626 | -24.1% | 19,648 | -16.1% | 1.35% | -20.9% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,545,021 | +3.3% | 35,339 | +9.1% | 1.23% | +7.6% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $1,538,907 | -5.8% | 25,960 | -3.1% | 1.22% | -1.9% |
| ESGU | Sell | ISHARES TResg awr msci usa | $1,423,960 | -20.4% | 15,163 | -17.4% | 1.13% | -17.1% |
| TSLA | Sell | TESLA INC | $1,229,333 | -3.1% | 4,909 | -2.9% | 0.98% | +0.9% |
| IAU | Sell | ISHARES GOLD TRishares new | $1,122,306 | -4.4% | 32,075 | -0.6% | 0.89% | -0.4% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $1,091,373 | +2.5% | 23,064 | +7.6% | 0.87% | +6.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,086,916 | +36.5% | 4,359 | +43.2% | 0.86% | +42.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,068,850 | -1.0% | 11,332 | +4.6% | 0.85% | +3.2% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,031,853 | -28.2% | 8,008 | -26.0% | 0.82% | -25.3% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,020,403 | +40.9% | 8,899 | -0.3% | 0.81% | +46.7% |
| FB | Buy | META PLATFORMS INCcl a | $905,280 | +29.4% | 3,018 | +23.5% | 0.72% | +34.8% |
| MPC | Sell | MARATHON PETE CORP | $899,158 | +23.4% | 5,946 | -4.6% | 0.72% | +28.6% |
| NVDA | Sell | NVIDIA CORPORATION | $899,225 | -1.6% | 2,068 | -4.6% | 0.72% | +2.6% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $891,912 | +3.5% | 37,163 | -1.8% | 0.71% | +7.8% |
| MCHI | Buy | ISHARES TRmsci china etf | $881,928 | -1.4% | 20,373 | +2.2% | 0.70% | +2.8% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $839,850 | -3.6% | 14,873 | +0.7% | 0.67% | +0.5% |
| V | Sell | VISA INC | $837,743 | -3.3% | 3,643 | -0.2% | 0.67% | +0.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $834,871 | +17.2% | 1,657 | +11.9% | 0.66% | +22.1% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $822,282 | +4.2% | 18,877 | +8.7% | 0.65% | +8.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $786,630 | -3.3% | 20,044 | +0.3% | 0.62% | +0.6% |
| SBUX | Buy | STARBUCKS CORP | $725,712 | +11.8% | 7,952 | +21.4% | 0.58% | +16.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $710,725 | -3.0% | 2,672 | +0.3% | 0.56% | +1.1% |
| ADBE | Buy | ADOBE INC | $679,169 | +5.0% | 1,332 | +0.6% | 0.54% | +9.5% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $673,958 | -4.2% | 3,444 | -0.7% | 0.54% | -0.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $657,309 | -5.1% | 3,157 | +0.3% | 0.52% | -1.3% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $650,369 | -10.3% | 9,299 | -12.7% | 0.52% | -6.5% |
| VUG | VANGUARD INDEX FDSgrowth etf | $647,144 | -3.7% | 2,376 | 0.0% | 0.51% | +0.2% | |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $640,515 | -28.0% | 12,764 | -28.1% | 0.51% | -25.0% |
| CRM | Buy | SALESFORCE INC | $637,316 | +17.9% | 3,138 | +22.6% | 0.51% | +23.1% |
| ROKU | Sell | ROKU INC | $630,226 | +0.2% | 8,924 | -9.3% | 0.50% | +4.4% |
| IVW | New | ISHARES TRs&p 500 grwt etf | $624,193 | – | 9,123 | +100.0% | 0.50% | – |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $614,074 | -5.3% | 8,229 | -0.7% | 0.49% | -1.4% |
| SDY | Sell | SPDR SER TRs&p divid etf | $612,601 | -9.1% | 5,326 | -3.2% | 0.49% | -5.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $599,779 | +8.4% | 13,520 | +4.1% | 0.48% | +13.0% |
| COIN | Sell | COINBASE GLOBAL INC | $579,622 | -8.4% | 7,710 | -12.2% | 0.46% | -4.6% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $574,725 | +9.0% | 18,921 | +955.3% | 0.46% | +13.7% |
| IYW | Sell | ISHARES TRu.s. tech etf | $562,689 | -51.8% | 5,363 | -49.9% | 0.45% | -49.8% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $559,628 | -1.8% | 5,516 | +0.5% | 0.44% | +2.3% |
| USMV | Sell | ISHARES TRmsci usa min vol | $540,538 | -19.1% | 7,468 | -16.9% | 0.43% | -15.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $540,868 | +47.7% | 1,366 | +46.7% | 0.43% | +54.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $532,806 | +11.8% | 4,041 | +2.6% | 0.42% | +16.5% |
| HD | Sell | HOME DEPOT INC | $509,286 | -26.9% | 1,686 | -25.0% | 0.40% | -23.9% |
| SPSM | New | SPDR SER TRportfolio s&p600 | $502,385 | – | 8,919 | +100.0% | 0.40% | – |
| RGI | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $498,612 | – | 13,005 | +100.0% | 0.40% | – |
| XOM | Buy | EXXON MOBIL CORP | $496,826 | +17.2% | 4,234 | +7.4% | 0.40% | +22.3% |
| ITA | Buy | ISHARES TRus aer def etf | $494,332 | -17.0% | 5,145 | +0.8% | 0.39% | -13.6% |
| CSCO | Buy | CISCO SYS INC | $473,750 | +61.3% | 8,813 | +55.2% | 0.38% | +68.3% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $467,421 | -20.4% | 4,541 | -12.0% | 0.37% | -17.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $461,055 | +39.8% | 3,163 | +45.9% | 0.37% | +45.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $453,239 | -5.0% | 2,908 | +0.9% | 0.36% | -1.1% |
| PATH | Buy | UIPATH INCcl a | $451,054 | +8.3% | 26,362 | +5.5% | 0.36% | +12.9% |
| IXJ | Sell | ISHARES TRglob hlthcre etf | $448,598 | -5.1% | 5,443 | -2.1% | 0.36% | -1.1% |
| EMXC | Sell | ISHARES INCmsci emrg chn | $438,987 | +40.3% | 5,844 | -2.9% | 0.35% | +46.0% |
| CVX | Buy | CHEVRON CORP NEW | $434,834 | +19.3% | 2,579 | +11.5% | 0.35% | +24.5% |
| INTU | Buy | INTUIT | $433,561 | +22.0% | 849 | +9.5% | 0.34% | +27.3% |
| SHOP | Sell | SHOPIFY INCcl a | $420,659 | -27.6% | 7,695 | -21.2% | 0.33% | -24.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $416,465 | +52.2% | 2,872 | +52.7% | 0.33% | +58.4% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $416,883 | +17.5% | 823 | +21.2% | 0.33% | +22.1% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $393,108 | -6.8% | 5,713 | +0.4% | 0.31% | -3.1% |
| IUSB | Sell | ISHARES TRcore total usd | $382,549 | -15.5% | 8,751 | -12.2% | 0.30% | -12.1% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $376,345 | -4.7% | 11,082 | 0.0% | 0.30% | -0.7% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $368,284 | +83.5% | 1,259 | +114.1% | 0.29% | +91.5% |
| SQ | Buy | BLOCK INCcl a | $363,597 | -28.8% | 8,215 | +7.2% | 0.29% | -25.9% |
| KO | Sell | COCA COLA CO | $360,043 | -38.6% | 6,432 | -33.8% | 0.29% | -36.2% |
| PEP | Buy | PEPSICO INC | $358,434 | -6.2% | 2,115 | +2.5% | 0.28% | -2.4% |
| ORCL | Sell | ORACLE CORP | $350,533 | -20.8% | 3,311 | -10.9% | 0.28% | -17.5% |
| DVY | Buy | ISHARES TRselect divid etf | $342,371 | -3.4% | 3,181 | +1.7% | 0.27% | +0.7% |
| IYG | Sell | ISHARES TRu.s. fin svc etf | $340,672 | -4.7% | 2,203 | -6.9% | 0.27% | -0.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $340,492 | +10.9% | 972 | +8.0% | 0.27% | +15.8% |
| DHR | Buy | DANAHER CORPORATION | $340,271 | +18.7% | 1,372 | +15.1% | 0.27% | +23.3% |
| KLAC | Sell | KLA CORP | $336,780 | -12.3% | 738 | -2.9% | 0.27% | -8.5% |
| LLY | Buy | ELI LILLY & CO | $330,400 | +17.4% | 615 | +2.5% | 0.26% | +22.3% |
| MDT | New | MEDTRONIC PLC | $331,268 | – | 4,227 | +100.0% | 0.26% | – |
| DIS | Sell | DISNEY WALT CO | $329,795 | -11.1% | 4,069 | -1.8% | 0.26% | -7.4% |
| TWLO | Buy | TWILIO INCcl a | $326,127 | +2.9% | 5,572 | +22.2% | 0.26% | +7.0% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $326,001 | -42.1% | 8,953 | -1.9% | 0.26% | -39.8% |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $318,183 | – | 916 | +100.0% | 0.25% | – |
| ANET | New | ARISTA NETWORKS INC | $316,359 | – | 1,901 | +100.0% | 0.25% | – |
| ILF | Buy | ISHARES TRlatn amer 40 etf | $305,646 | -4.0% | 11,958 | +2.1% | 0.24% | 0.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $305,867 | -21.1% | 542 | -24.8% | 0.24% | -17.9% |
| HDV | Sell | ISHARES TRcore high dv etf | $305,274 | -21.5% | 3,087 | -20.0% | 0.24% | -18.2% |
| NTLA | Buy | INTELLIA THERAPEUTICS INC | $304,630 | -16.1% | 9,634 | +8.3% | 0.24% | -12.6% |
| Sell | DRAFTKINGS INC NEW | $297,905 | -10.5% | 10,119 | -19.8% | 0.24% | -6.7% | |
| PM | New | PHILIP MORRIS INTL INC | $297,126 | – | 3,210 | +100.0% | 0.24% | – |
| KXI | Sell | ISHARES TRglb cnsm stp etf | $292,189 | -65.7% | 13,748 | -1.1% | 0.23% | -64.3% |
| TMUS | Buy | T-MOBILE US INC | $288,784 | +10.6% | 2,062 | +10.0% | 0.23% | +15.6% |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $288,050 | – | 3,276 | +100.0% | 0.23% | – |
| GNR | New | SPDR INDEX SHS FDSglb nat resrce | $288,499 | – | 2,892 | +100.0% | 0.23% | – |
| BAC | Sell | BANK AMERICA CORP | $280,704 | -25.1% | 10,252 | -21.5% | 0.22% | -22.0% |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $280,443 | -38.8% | 3,321 | -19.7% | 0.22% | -36.3% |
| ABBV | Buy | ABBVIE INC | $277,998 | +19.4% | 1,865 | +7.9% | 0.22% | +24.2% |
| MRK | Sell | MERCK & CO INC | $276,310 | -34.1% | 2,684 | -26.1% | 0.22% | -31.2% |
| VGT | VANGUARD WORLD FDSinf tech etf | $271,760 | -6.2% | 655 | 0.0% | 0.22% | -2.3% | |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $271,174 | -3.8% | 5,969 | -3.8% | 0.22% | +0.5% |
| AVGO | Buy | BROADCOM INC | $268,862 | +19.3% | 323 | +24.2% | 0.21% | +24.4% |
| BLK | Buy | BLACKROCK INC | $267,984 | +11.0% | 415 | +18.9% | 0.21% | +15.8% |
| ZTS | New | ZOETIS INCcl a | $266,542 | – | 1,532 | +100.0% | 0.21% | – |
| U | Buy | UNITY SOFTWARE INC | $266,904 | -26.2% | 8,503 | +2.1% | 0.21% | -23.2% |
| MNST | New | MONSTER BEVERAGE CORP NEW | $262,792 | – | 4,963 | +100.0% | 0.21% | – |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $261,673 | -19.0% | 5,765 | +6.1% | 0.21% | -15.4% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $258,697 | -59.1% | 7,532 | -21.9% | 0.21% | -57.3% |
| AMGN | Sell | AMGEN INC | $258,639 | -23.7% | 992 | -34.8% | 0.21% | -20.5% |
| PANW | Sell | PALO ALTO NETWORKS INC | $255,305 | -11.3% | 1,089 | -3.8% | 0.20% | -7.7% |
| RBLX | Buy | ROBLOX CORPcl a | $254,909 | +2.9% | 8,802 | +43.1% | 0.20% | +7.4% |
| New | LINDE PLC | $254,690 | – | 684 | +100.0% | 0.20% | – | |
| IFRA | Buy | ISHARES TRus infrastruc | $251,631 | -3.1% | 6,877 | +3.5% | 0.20% | +1.0% |
| HON | New | HONEYWELL INTL INC | $250,100 | – | 1,350 | +100.0% | 0.20% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $247,659 | – | 1,061 | +100.0% | 0.20% | – |
| MS | Buy | MORGAN STANLEY | $247,829 | +0.6% | 3,036 | +5.3% | 0.20% | +4.8% |
| NOW | Sell | SERVICENOW INC | $243,710 | -9.3% | 438 | -8.9% | 0.19% | -5.4% |
| TDOC | Buy | TELADOC HEALTH INC | $238,938 | -26.3% | 12,853 | +4.3% | 0.19% | -23.4% |
| HCA | Buy | HCA HEALTHCARE INC | $232,500 | -16.5% | 945 | +3.1% | 0.18% | -12.7% |
| AXP | Sell | AMERICAN EXPRESS CO | $229,546 | -20.1% | 1,535 | -7.0% | 0.18% | -16.9% |
| ABT | Buy | ABBOTT LABS | $226,531 | -10.4% | 2,339 | +0.8% | 0.18% | -6.7% |
| VLO | New | VALERO ENERGY CORP | $225,402 | – | 1,516 | +100.0% | 0.18% | – |
| EFA | Buy | ISHARES TRmsci eafe etf | $225,472 | -4.0% | 3,272 | +1.1% | 0.18% | 0.0% |
| SOXX | Sell | ISHARES TRishares semicdtr | $224,039 | -8.6% | 473 | -0.8% | 0.18% | -4.8% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $222,062 | -4.0% | 5,382 | +0.5% | 0.18% | 0.0% |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $214,076 | – | 1,946 | +100.0% | 0.17% | – |
| ON | Sell | ON SEMICONDUCTOR CORP | $212,951 | -15.5% | 2,291 | -14.3% | 0.17% | -12.0% |
| MO | Buy | ALTRIA GROUP INC | $211,709 | +0.6% | 4,792 | +3.2% | 0.17% | +4.3% |
| ACN | New | ACCENTURE PLC IRELAND | $207,014 | – | 674 | +100.0% | 0.16% | – |
| SPGI | New | S&P GLOBAL INC | $200,609 | – | 549 | +100.0% | 0.16% | – |
| Buy | ROBINHOOD MKTS INC | $197,906 | +10.1% | 20,174 | +20.3% | 0.16% | +14.6% | |
| Buy | GINKGO BIOWORKS HOLDINGS INC | $196,196 | +11.0% | 108,396 | +14.0% | 0.16% | +15.6% | |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $185,456 | – | 11,591 | +100.0% | 0.15% | – |
| PACB | Buy | PACIFIC BIOSCIENCES CALIF IN | $139,595 | -17.1% | 16,718 | +32.1% | 0.11% | -13.3% |
| New | ARCHER AVIATION INC | $90,938 | – | 17,972 | +100.0% | 0.07% | – | |
| NVTA | INVITAE CORP | $18,436 | -46.4% | 30,459 | 0.0% | 0.02% | -42.3% | |
| MET | Exit | METLIFE INC | $0 | – | -3,546 | -100.0% | -0.15% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -5,697 | -100.0% | -0.16% | – |
| IMCG | Exit | ISHARES TRmrgstr md cp grw | $0 | – | -3,439 | -100.0% | -0.16% | – |
| HUM | Exit | HUMANA INC | $0 | – | -483 | -100.0% | -0.17% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,838 | -100.0% | -0.17% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -3,194 | -100.0% | -0.17% | – |
| IQV | Exit | IQVIA HLDGS INC | $0 | – | -1,008 | -100.0% | -0.17% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -3,157 | -100.0% | -0.18% | – |
| IYK | Exit | ISHARES TRus consm staples | $0 | – | -1,174 | -100.0% | -0.18% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -3,462 | -100.0% | -0.20% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -2,803 | -100.0% | -0.20% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -2,529 | -100.0% | -0.20% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -3,110 | -100.0% | -0.20% | – |
| PFE | Exit | PFIZER INC | $0 | – | -7,527 | -100.0% | -0.21% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,302 | -100.0% | -0.22% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -3,175 | -100.0% | -0.23% | – |
| CSX | Exit | CSX CORP | $0 | – | -9,417 | -100.0% | -0.24% | – |
| Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -7,068 | -100.0% | -0.27% | – | |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -3,617 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD VALUE ETF | 12 | Q3 2023 | 6.6% |
| ISHARES TR CORE MSCI EAFE ETF | 12 | Q3 2023 | 4.7% |
| APPLE ORD | 12 | Q3 2023 | 6.0% |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | 12 | Q3 2023 | 2.7% |
| MICROSOFT ORD | 12 | Q3 2023 | 3.4% |
| TESLA ORD | 12 | Q3 2023 | 1.9% |
| AMAZON COM ORD | 12 | Q3 2023 | 1.6% |
| ISHARES TR CORE S&P SMALL-CAP ETF | 12 | Q3 2023 | 1.4% |
| UNITEDHEALTH GRP ORD | 12 | Q3 2023 | 1.9% |
| VANGUARD MID CAP ETF | 12 | Q3 2023 | 1.8% |
View Interchange Capital Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-04 |
| 13F-HR | 2021-11-12 |
View Interchange Capital 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.