| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2020 | ||||||||
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.