$102 Million is the total value of Kingdom Financial Group LLC.'s 63 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q2 2024 | 15.1% |
| ISHARES TR | 5 | Q2 2024 | 12.1% |
| ISHARES TR | 5 | Q2 2024 | 8.5% |
| VANGUARD SCOTTSDALE FDS | 5 | Q2 2024 | 7.7% |
| ISHARES TR | 5 | Q2 2024 | 7.3% |
| VANGUARD INDEX FDS | 5 | Q2 2024 | 7.0% |
| ISHARES INC | 5 | Q2 2024 | 4.7% |
| VANGUARD SCOTTSDALE FDS | 5 | Q2 2024 | 4.9% |
| VANGUARD SCOTTSDALE FDS | 5 | Q2 2024 | 4.6% |
| ISHARES TR | 5 | Q2 2024 | 4.7% |
View Kingdom Financial Group LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-31 |
View Kingdom Financial Group 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.