$135 Million is the total value of New Perspectives, Inc's 22 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $901,000 | +9.5% | 2 | 0.0% | 0.64% | +4.8% | |
VHT | VANGUARD WORLD FDShealth car etf | $778,000 | +7.8% | 2,922 | 0.0% | 0.55% | +3.2% | |
VUG | VANGUARD INDEX FDSgrowth etf | $584,000 | +10.6% | 1,819 | 0.0% | 0.41% | +5.9% | |
IBMK | ISHARES TRibonds dec2022 | $261,000 | -0.4% | 10,000 | 0.0% | 0.18% | -4.1% | |
VTV | VANGUARD INDEX FDSvalue etf | $228,000 | +8.6% | 1,553 | 0.0% | 0.16% | +3.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 7 | Q4 2022 | 29.3% |
INVESCO QQQ TR | 7 | Q4 2022 | 15.7% |
ISHARES TR | 7 | Q4 2022 | 14.3% |
ISHARES TR | 7 | Q4 2022 | 7.9% |
SPDR SER TR | 7 | Q4 2022 | 7.3% |
VANGUARD SPECIALIZED FUNDS | 7 | Q4 2022 | 5.4% |
VANGUARD INTL EQUITY INDEX F | 7 | Q4 2022 | 3.1% |
VANGUARD INDEX FDS | 7 | Q4 2022 | 1.9% |
APPLE INC | 7 | Q4 2022 | 1.5% |
BERKSHIRE HATHAWAY INC DEL | 7 | Q4 2022 | 0.8% |
View New Perspectives, Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2023-01-25 |
13F-HR | 2023-01-24 |
13F-HR | 2023-01-24 |
13F-HR | 2022-05-11 |
13F-HR | 2022-04-07 |
13F-HR | 2022-04-07 |
13F-HR | 2022-02-09 |
View New Perspectives, 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.