$120 Million is the total value of Darrow Company, Inc.'s 29 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 7.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $13,340,858 | +9.1% | 167,199 | +1.0% | 11.12% | -2.4% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $12,142,412 | +19.7% | 161,403 | +22.1% | 10.12% | +7.1% |
| USMV | Buy | ISHARES TRmsci usa min vol | $11,705,343 | +5.0% | 157,478 | +2.7% | 9.76% | -6.1% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $10,396,103 | +15.0% | 137,569 | +16.4% | 8.67% | +2.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $9,198,999 | +3.3% | 86,725 | +2.7% | 7.67% | -7.6% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $8,309,300 | +9.6% | 114,311 | +11.3% | 6.93% | -2.0% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $7,584,038 | +9.8% | 101,026 | +10.5% | 6.32% | -1.7% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $5,636,608 | +24.0% | 37,667 | +19.8% | 4.70% | +10.9% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $4,557,177 | +9.7% | 90,889 | +10.1% | 3.80% | -1.8% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $2,245,723 | +4.9% | 29,942 | +0.0% | 1.87% | -6.1% |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $1,889,275 | – | 32,817 | +100.0% | 1.58% | – |
| USTB | Buy | VICTORY PORTFOLIOS IIshort trm bd etf | $963,545 | +92.8% | 19,712 | +93.5% | 0.80% | +72.3% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $707,299 | +32.4% | 9,348 | +33.4% | 0.59% | +18.5% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $313,171 | +10.6% | 5,752 | +2.5% | 0.26% | -1.1% |
| KXI | Buy | ISHARES TRglb cnsm stp etf | $265,056 | -1.1% | 4,331 | +0.1% | 0.22% | -11.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TRUST | 8 | Q3 2023 | 12.6% |
| VANECK MORNINGSTAR WIDE MOAT ETF | 8 | Q3 2023 | 11.4% |
| ISHARES TR | 8 | Q3 2023 | 11.2% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 8 | Q3 2023 | 10.1% |
| VANGUARD SHORT-TERM BOND INDEX FUND | 8 | Q3 2023 | 9.6% |
| VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 9.4% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 8 | Q3 2023 | 7.7% |
| ISHARES TR | 8 | Q3 2023 | 6.8% |
| ISHARES INC | 8 | Q3 2023 | 6.1% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 8 | Q3 2023 | 4.9% |
View Darrow Company, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-02-02 |
View Darrow Company, 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.