$108 Million is the total value of Dominguez Wealth Management Solutions, Inc.'s 58 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SGOV | New | ISHARES TR0-3 mnth treasry | $621,637 | – | 6,175 | +100.0% | 0.57% | – |
NVDA | New | NVIDIA CORPORATION | $218,080 | – | 501 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-18
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FIRST TR EXCHNG TRADED FD VI | 4 | Q3 2023 | 16.2% |
APPLE INC | 4 | Q3 2023 | 12.5% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 10.8% |
INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 7.1% |
INNOVATOR ETFS TR | 4 | Q3 2023 | 5.3% |
FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 4.7% |
JOHNSON & JOHNSON | 4 | Q3 2023 | 4.0% |
PROCTER AND GAMBLE CO | 4 | Q3 2023 | 3.2% |
MERCK & CO INC | 4 | Q3 2023 | 2.8% |
KIMBERLY-CLARK CORP | 4 | Q3 2023 | 2.4% |
View Dominguez Wealth Management Solutions, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-09 |
13F-HR | 2023-10-18 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-24 |
13F-HR | 2023-02-13 |
View Dominguez Wealth Management Solutions, 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.