$303 Million is the total value of STUDIO INVESTMENT MANAGEMENT LLC's 103 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -920 | -100.0% | -0.08% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -1 | -100.0% | -0.16% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -17,035 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Short-Term Inflation-Protected ETF | 9 | Q3 2023 | 9.1% |
| VANGUARD SPECIALIZED FUNDS | 9 | Q3 2023 | 6.7% |
| SCHWAB STRATEGIC TR | 9 | Q3 2023 | 7.0% |
| Vanguard Value ETF | 9 | Q3 2023 | 7.1% |
| Vanguard Small-Cap Value ETF | 9 | Q3 2023 | 5.4% |
| BERKSHIRE HATHAWAY INC DEL | 9 | Q3 2023 | 4.5% |
| APPLE INC | 9 | Q3 2023 | 3.8% |
| Alphabet Inc Class A | 9 | Q3 2023 | 4.2% |
| MICROSOFT CORP | 9 | Q3 2023 | 3.5% |
| Procter & Gamble | 9 | Q3 2023 | 3.0% |
View STUDIO INVESTMENT MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-16 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR/A | 2021-11-17 |
View STUDIO INVESTMENT 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.