$133 Thousand is the total value of Tacita Capital Inc's 188 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $53 | – | 639 | +100.0% | 0.04% | – |
| OXY | New | OCCIDENTAL PETE CORP | $44 | – | 710 | +100.0% | 0.03% | – |
| T | New | AT&T INC | $17 | – | 880 | +100.0% | 0.01% | – |
| New | GENIUS BRANDS INTL INC | $5 | – | 2,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 5.7% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 5.4% |
| ISHARES INC | 15 | Q2 2024 | 5.8% |
| ISHARES TR | 15 | Q2 2024 | 5.0% |
| ISHARES TR | 15 | Q2 2024 | 5.4% |
| ISHARES TR | 15 | Q2 2024 | 4.0% |
| BROOKFIELD INFRAST PARTNERS | 15 | Q2 2024 | 3.5% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 3.0% |
| WISDOMTREE TR | 15 | Q2 2024 | 3.9% |
| ROYAL BK CDA SUSTAINABL | 15 | Q2 2024 | 2.7% |
View Tacita Capital Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View Tacita Capital Inc'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.