Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
COINBASE GLOBAL INC COM CL A | 6 | Q1 2023 | 27.5% |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 6 | Q1 2023 | 15.4% |
SPDR PORTFOLIO SHORT TERM TREASURY ETF | 6 | Q1 2023 | 4.7% |
APPLE INC COM | 6 | Q1 2023 | 3.6% |
ISHARES MSCI GLOBAL MULTIFACTOR ETF | 6 | Q1 2023 | 3.1% |
MICROSOFT CORP COM | 6 | Q1 2023 | 2.7% |
ALPHABET INC CAP STK CL C | 6 | Q1 2023 | 2.0% |
NOVO-NORDISK A S ADR | 6 | Q1 2023 | 1.9% |
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 6 | Q1 2023 | 1.7% |
AMAZON COM INC COM | 6 | Q1 2023 | 1.4% |
View DGS Capital Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-30 |
13F-HR | 2024-01-30 |
13F-HR | 2024-01-30 |
13F-HR | 2023-06-16 |
13F-HR | 2023-02-21 |
13F-HR | 2023-02-21 |
13F-HR | 2022-07-28 |
13F-HR | 2022-05-05 |
13F-HR | 2022-01-28 |
View DGS Capital 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.