$277 Million is the total value of Financial Consulate Inc.'s 131 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| 10X GENOMICS INC | 1 | Q2 2021 | 10.0% |
| INVESCO EXCHANGE TRADED FD T | 1 | Q2 2021 | 8.4% |
| SCHWAB STRATEGIC TR | 1 | Q2 2021 | 7.9% |
| SPDR SER TR | 1 | Q2 2021 | 6.2% |
| SPDR INDEX SHS FDS | 1 | Q2 2021 | 6.1% |
| SCHWAB STRATEGIC TR | 1 | Q2 2021 | 6.0% |
| MCCORMICK & CO INC | 1 | Q2 2021 | 5.5% |
| SCHWAB STRATEGIC TR | 1 | Q2 2021 | 5.1% |
| APPLE INC | 1 | Q2 2021 | 4.1% |
| SCHWAB STRATEGIC TR | 1 | Q2 2021 | 3.6% |
View Financial Consulate Inc.'s complete holdings 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.