$138 Million is the total value of Curi Wealth Management, LLC's 538 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-03-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Schwab US Large Cap ETF | 12 | Q3 2023 | 19.0% |
ISHARES TR | 12 | Q3 2023 | 12.2% |
Schwab US Mid-Cap ETF | 12 | Q3 2023 | 5.8% |
ISHARES TR | 12 | Q3 2023 | 6.3% |
ISHARES TR | 12 | Q3 2023 | 4.4% |
SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.0% |
Microsoft Corporation | 12 | Q3 2023 | 3.5% |
Schwab US Small-Cap ETF | 12 | Q3 2023 | 3.1% |
ISHARES TR | 12 | Q3 2023 | 2.6% |
UNITEDHEALTH GROUP INC | 12 | Q3 2023 | 3.8% |
View Curi Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-08 |
13F-HR | 2023-11-06 |
13F-HR | 2023-07-31 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-03 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-09 |
13F-HR | 2021-10-19 |
View Curi Wealth Management, 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.