$120 Million is the total value of Plan Group Financial, LLC's 66 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2023 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PACER US CASH COWS 100 ETF | 3 | Q3 2023 | 6.6% |
VANGUARD SP 500 ETF | 3 | Q3 2023 | 5.2% |
SPDR PORTFOLIO LONG TERM TREASURY ETF | 3 | Q3 2023 | 8.7% |
ISHARES TR IBOXX HI YD ETF | 3 | Q3 2023 | 4.4% |
INVSC ACTVLY MNG OPTM YDDVRS ETF IV | 3 | Q3 2023 | 3.8% |
VANGUARD TOTAL STOCK MARKET ETF | 3 | Q3 2023 | 5.7% |
ISHARES IBOXX INVT GRADEBOND ETF | 3 | Q3 2023 | 4.3% |
SPDR GOLD TR GOLD SHS | 3 | Q3 2023 | 2.5% |
ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL | 3 | Q3 2023 | 3.4% |
APPLE INC | 3 | Q3 2023 | 2.9% |
View Plan Group Financial, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-26 |
13F-HR | 2024-01-29 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-10 |
13F-HR/A | 2022-08-12 |
13F-HR | 2022-08-12 |
View Plan Group Financial, 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.