$183 Million is the total value of Benedetti & Gucer, Inc.'s 142 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMXC | New | ISHARES INCORPORATED MSCI EMRG CHNmsci emrg chn | $3,149,156 | – | 63,198 | +100.0% | 1.72% | – |
| BND | New | VANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt | $2,729,794 | – | 39,120 | +100.0% | 1.49% | – |
| New | VANECK ETF TR CLO ETFclo etf | $861,631 | – | 16,519 | +100.0% | 0.47% | – | |
| TLT | New | ISHARES TR 20 YR TR BD ETF20 yr tr bd etf | $744,553 | – | 8,395 | +100.0% | 0.41% | – |
| IEF | New | ISHARES TR 7-10 YR TRSY BD7-10 yr trsy bd | $692,970 | – | 7,566 | +100.0% | 0.38% | – |
| SPSB | New | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFportfolio short | $564,000 | – | 19,236 | +100.0% | 0.31% | – |
| VV | New | VANGUARD LARGE-CAP ETFlarge cap etf | $460,850 | – | 2,355 | +100.0% | 0.25% | – |
| VEA | New | VANGUARD FTSE DEVELOPED MARKETS ETFvan ftse dev mkt | $234,776 | – | 5,370 | +100.0% | 0.13% | – |
| AVGO | New | BROADCOM INCORPORATED | $215,951 | – | 260 | +100.0% | 0.12% | – |
| SPDW | New | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFportfolio devlpd | $202,730 | – | 11,299 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST CORE S&P500 ETF | 11 | Q3 2023 | 42.4% |
| FIRST TST VALUE LI SHS ETF | 11 | Q3 2023 | 7.7% |
| TESLA INCORPORATED | 11 | Q3 2023 | 4.2% |
| VANGUARD MID-CAP ETF | 11 | Q3 2023 | 3.2% |
| APPLE INCORPORATED | 11 | Q3 2023 | 4.8% |
| SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF | 11 | Q3 2023 | 3.0% |
| ISHARES TRUST CORE DIV GRWTH ETF | 11 | Q3 2023 | 2.8% |
| NVIDIA CORPORATION | 11 | Q3 2023 | 2.6% |
| VANGUARD SMALL CP ETF | 11 | Q3 2023 | 2.2% |
| UNITED PARCEL SERVICE INCORPORATED CLASS B | 11 | Q3 2023 | 2.4% |
View Benedetti & Gucer, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-23 |
| 13F-HR/A | 2022-10-27 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-20 |
View Benedetti & Gucer, 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.