$114 Million is the total value of Hofer & Associates. Inc's 52 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
Y | New | ALLEGHANY CORP MD | $208,000 | – | 245 | +100.0% | 0.18% | – |
New | HIPPO HLDGS INC | $30,000 | – | 14,918 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-12-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 8 | Q3 2023 | 14.5% |
SPDR SER TR | 8 | Q3 2023 | 8.2% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 7.1% |
SSGA ACTIVE TR | 8 | Q3 2023 | 5.9% |
SPDR SER TR | 8 | Q3 2023 | 5.3% |
FIDELITY MERRIMACK STR TR | 8 | Q3 2023 | 5.4% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.8% |
VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 4.2% |
VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 4.4% |
APPLE INC | 8 | Q3 2023 | 4.4% |
View Hofer & Associates. Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-14 |
13F-HR | 2023-01-26 |
13F-HR | 2022-12-15 |
13F-HR | 2022-12-15 |
13F-HR | 2022-12-15 |
13F-HR | 2022-12-15 |
View Hofer & Associates. 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.