$23.4 Million is the total value of Claremont Financial Group, Inc.'s 34 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RY | Exit | Royal Bank of Canada | $0 | – | -2,866 | -100.0% | -1.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard FTSE Developed Markets ETF | 2 | Q1 2022 | 32.5% |
| SPDR Gold Shares | 2 | Q1 2022 | 17.0% |
| iShares Core S&P Mid-Cap | 2 | Q1 2022 | 13.1% |
| iShares Residential & Multisector RE ETF | 2 | Q1 2022 | 11.1% |
| Vanguard FTSE Emerging Markets ETF | 2 | Q1 2022 | 11.3% |
| PIMCO Active Bond ETF | 2 | Q1 2022 | 7.9% |
| SPDR S&P 500 ETF | 2 | Q1 2022 | 3.5% |
| Vanguard Growth ETF | 2 | Q1 2022 | 2.9% |
| SPDR Portfolio S&P 600 Sm Cap ETF | 2 | Q1 2022 | 1.3% |
| Honeywell International Inc | 2 | Q1 2022 | 1.0% |
View Claremont Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2022-08-15 |
| 13F-HR/A | 2022-08-15 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-02-14 |
View Claremont Financial Group, 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.