$66.3 Million is the total value of SURIENCE PRIVATE WEALTH LLC's 13 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTIP | VANGUARD MALVERN FDSstrm infproidx | $477,000 | -2.3% | 9,521 | 0.0% | 0.72% | +68.4% | |
IEI | ISHARES TR3 7 yr treas bd | $462,000 | -2.1% | 3,868 | 0.0% | 0.70% | +68.8% | |
IWF | ISHARES TRrus 1000 grw etf | $243,000 | -21.1% | 1,109 | 0.0% | 0.37% | +36.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-26
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 8 | Q3 2023 | 1.5% |
SPDR S&P 500 ETF TR | 7 | Q2 2023 | 24.6% |
SPDR SER TR | 7 | Q3 2023 | 9.1% |
ISHARES TR | 7 | Q2 2023 | 10.3% |
ISHARES TR | 7 | Q2 2023 | 6.3% |
ISHARES TR | 7 | Q2 2023 | 0.6% |
INVESCO QQQ TR | 6 | Q2 2023 | 24.3% |
VANGUARD MALVERN FDS | 6 | Q2 2023 | 11.8% |
ISHARES TR | 6 | Q2 2023 | 4.8% |
SPROTT PHYSICAL GOLD TR | 4 | Q4 2022 | 4.9% |
View SURIENCE PRIVATE WEALTH LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-10 |
13F-HR | 2022-07-26 |
13F-HR | 2022-04-20 |
13F-HR | 2022-01-25 |
View SURIENCE PRIVATE WEALTH 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.