$147 Million is the total value of ACUTE INVESTMENT ADVISORY, LLC's 19 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $1,509,633 | – | 3,929 | +100.0% | 1.03% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $879,061 | – | 4,313 | +100.0% | 0.60% | – |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $602,438 | – | 14,354 | +100.0% | 0.41% | – |
| TIP | New | ISHARES TRtips bd etf | $252,476 | – | 2,372 | +100.0% | 0.17% | – |
| COST | New | COSTCO WHSL CORP NEW | $249,982 | – | 548 | +100.0% | 0.17% | – |
| BAC | New | BANK AMERICA CORP | $248,334 | – | 7,498 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 1.2% |
| CSX CORP | 8 | Q3 2023 | 0.3% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2023 | 15.3% |
| VANGUARD SCOTTSDALE FDS | 6 | Q2 2023 | 15.0% |
| SELECT SECTOR SPDR TR | 6 | Q2 2023 | 9.0% |
| MICROSOFT CORP | 6 | Q3 2023 | 0.8% |
| ISHARES TR | 5 | Q3 2023 | 54.4% |
| PROSHARES TR | 5 | Q3 2023 | 7.3% |
| DIREXION SHS ETF TR | 5 | Q3 2023 | 5.1% |
| PROSHARES TR | 5 | Q3 2023 | 5.2% |
View ACUTE INVESTMENT ADVISORY, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-08-31 |
| 13F-HR | 2022-08-31 |
| 13F-HR | 2022-08-31 |
View ACUTE INVESTMENT ADVISORY, 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.