$165 Thousand is the total value of Gray Wealth Management Inc.'s 111 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $623 | – | 9,974 | +100.0% | 0.38% | – |
CI | New | CIGNA CORP NEW | $227 | – | 861 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SPECIALIZED FUNDS | 15 | Q3 2023 | 12.6% |
ISHARES TR | 15 | Q3 2023 | 7.1% |
VANGUARD INDEX FDS | 15 | Q3 2023 | 7.0% |
ISHARES TR | 15 | Q3 2023 | 5.6% |
VANGUARD SCOTTSDALE FDS | 15 | Q3 2023 | 6.5% |
VANGUARD INDEX FDS | 15 | Q3 2023 | 4.0% |
VANGUARD INDEX FDS | 15 | Q3 2023 | 4.0% |
APPLE INC | 15 | Q3 2023 | 4.0% |
VANGUARD WORLD FD | 15 | Q3 2023 | 3.7% |
VANGUARD INDEX FDS | 15 | Q3 2023 | 4.6% |
View Gray Wealth Management Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-02 |
13F-HR | 2024-01-31 |
13F-HR | 2023-10-27 |
13F-HR | 2023-08-14 |
13F-HR | 2023-04-11 |
13F-HR | 2023-02-13 |
13F-HR | 2023-01-13 |
13F-HR | 2023-01-13 |
13F-HR | 2023-01-13 |
13F-HR | 2023-01-13 |
View Gray Wealth 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.