$206 Million is the total value of Warwick Investment Management, Inc.'s 54 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | DIMENSIONAL ETF TRUSTus mktwide value | $1,537,000 | – | 48,653 | +100.0% | 0.75% | – | |
New | ISHARES TRblockchain & tec | $810,000 | – | 7,971 | +100.0% | 0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 41.3% |
INVESCO QQQ TR | 8 | Q3 2023 | 8.6% |
ISHARES TR | 8 | Q3 2023 | 11.3% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 8.2% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 6.6% |
SPDR S&P 500 ETF TR | 8 | Q3 2023 | 6.1% |
ISHARES TR | 8 | Q3 2023 | 4.8% |
VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 0.8% |
FIRST FINL BANKSHARES INC | 8 | Q3 2023 | 1.4% |
VANGUARD WORLD FDS | 8 | Q3 2023 | 0.4% |
View Warwick Investment Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-12 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-08 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-08-12 |
13F-HR | 2022-08-04 |
View Warwick Investment Management, 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.