$126 Million is the total value of Kades & Cheifetz LLC's 74 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGV | Exit | Vanguard ESG US Stock | $0 | – | -2,595 | -100.0% | -0.16% | – |
| BSCO | Exit | BulletShares 2024 Corporate | $0 | – | -11,036 | -100.0% | -0.17% | – |
| CCI | Exit | Crown Castle International | $0 | – | -2,059 | -100.0% | -0.18% | – |
| BSCP | Exit | BulletShares 2025 Corporate | $0 | – | -12,898 | -100.0% | -0.20% | – |
| IBB | Exit | iShares Biotechnology | $0 | – | -2,660 | -100.0% | -0.26% | – |
| DIS | Exit | Disney Holding | $0 | – | -4,828 | -100.0% | -0.33% | – |
| PG | Exit | Procter & Gamble | $0 | – | -3,133 | -100.0% | -0.36% | – |
| MDT | Exit | Medtronic | $0 | – | -8,349 | -100.0% | -0.56% | – |
| BSCN | Exit | BulletShares 2023 Corporate | $0 | – | -40,556 | -100.0% | -0.66% | – |
| IAU | Exit | iShares Gold Trust | $0 | – | -129,376 | -100.0% | -3.61% | – |
| SHM | Exit | SPDR Barclays S-T Muni Bond | $0 | – | -138,277 | -100.0% | -4.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Dividend Equity | 4 | Q3 2023 | 12.4% |
| SPDR S&P 600 Small Cap Growth | 4 | Q3 2023 | 6.3% |
| APPLE INC | 4 | Q3 2023 | 6.2% |
| VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 5.8% |
| iShares US Preferred Stock | 4 | Q3 2023 | 4.3% |
| ISHARES TR | 4 | Q3 2023 | 3.9% |
| Schwab S-T US Treasury | 4 | Q3 2023 | 4.0% |
| SPDR S&P 600 Small Cap Value | 4 | Q3 2023 | 3.8% |
| WISDOMTREE TR | 4 | Q3 2023 | 2.6% |
| SPDR S&P International Dividend | 4 | Q3 2023 | 2.4% |
View Kades & Cheifetz LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-03 |
View Kades & Cheifetz 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.