$162 Million is the total value of Ruggaard & Associates LLC's 122 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 3 | Q3 2023 | 7.8% |
| ISHARES TR | 3 | Q3 2023 | 7.3% |
| CAPITAL GRP FIXED INCM ETF T | 3 | Q3 2023 | 7.2% |
| VANGUARD SCOTTSDALE FDS | 3 | Q3 2023 | 6.6% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 5.9% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 5.2% |
| INVESCO EXCHANGE TRADED FD T | 3 | Q3 2023 | 4.5% |
| APPLE INC | 3 | Q3 2023 | 4.8% |
| SCHWAB STRATEGIC TR | 3 | Q3 2023 | 5.7% |
| AMERICAN CENTY ETF TR | 3 | Q3 2023 | 3.9% |
View Ruggaard & Associates LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
View Ruggaard & Associates 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.