| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NGD | Exit | NEW GOLD INC CDA | $0 | – | -19,105 | -100.0% | -0.03% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -676 | -100.0% | -0.41% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -4,275 | -100.0% | -0.67% | – |
| BILS | Exit | SPDR SER TRbloomberg 3-12 m | $0 | – | -3,881 | -100.0% | -0.74% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -19,230 | -100.0% | -0.75% | – |
| Exit | LITMAN GREGORY FDS TRimgp dbi managed | $0 | – | -13,622 | -100.0% | -0.76% | – | |
| MOO | Exit | VANECK ETF TRUSTagribusiness etf | $0 | – | -6,375 | -100.0% | -0.97% | – |
| URA | Exit | GLOBAL X FDSglobal x uranium | $0 | – | -19,045 | -100.0% | -0.99% | – |
| XAR | Exit | SPDR SER TRaerospace def | $0 | – | -5,484 | -100.0% | -1.18% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -19,682 | -100.0% | -2.46% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -14,276 | -100.0% | -3.48% | – |
| VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -10,195 | -100.0% | -3.83% | – |
| COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -41,898 | -100.0% | -3.99% | – |
| VOX | Exit | VANGUARD WORLD FDS | $0 | – | -20,480 | -100.0% | -4.15% | – |
| Exit | SIMPLIFY EXCHANGE TRADED FUNintmd term trsry | $0 | – | -201,395 | -100.0% | -4.93% | – | |
| NANR | Exit | SPDR INDEX SHS FDSs&p north amer | $0 | – | -50,424 | -100.0% | -5.14% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -34,526 | -100.0% | -5.34% | – |
| GUNR | Exit | FLEXSHARES TRmornstar upstr | $0 | – | -71,809 | -100.0% | -5.59% | – |
| SGOL | Exit | ABRDN GOLD ETF TRUST | $0 | – | -230,589 | -100.0% | -7.85% | – |
| Exit | WORLD GOLD TRspdr gld minis | $0 | – | -112,469 | -100.0% | -7.94% | – | |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -162,326 | -100.0% | -12.08% | – |
| Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -275,779 | -100.0% | -26.72% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TR | 5 | Q3 2023 | 26.7% |
| SSGA ACTIVE ETF TR | 5 | Q3 2023 | 13.4% |
| WORLD GOLD TR | 5 | Q3 2023 | 8.5% |
| ABRDN GOLD ETF TRUST | 5 | Q3 2023 | 8.5% |
| VANGUARD WORLD FDS | 5 | Q3 2023 | 11.9% |
| FLEXSHARES TR | 5 | Q3 2023 | 6.1% |
| PACER FDS TR | 5 | Q3 2023 | 5.5% |
| SIMPLIFY EXCHANGE TRADED FUN | 5 | Q3 2023 | 5.8% |
| SPDR SER TR | 5 | Q3 2023 | 1.4% |
| VANECK ETF TRUST | 5 | Q3 2023 | 1.4% |
View STAPP WEALTH MANAGEMENT, PLLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-14 |
View STAPP WEALTH MANAGEMENT, PLLC'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.