$122 Million is the total value of Sebold Capital Management, Inc.'s 67 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,172 | -100.0% | -0.16% | – |
VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -1,002 | -100.0% | -0.16% | – |
XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,251 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-23
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO EXCHANGE TRADED FD T | 4 | Q3 2023 | 21.9% |
ISHARES TR | 4 | Q3 2023 | 6.2% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 6.1% |
VANGUARD ADMIRAL FDS INC | 4 | Q3 2023 | 5.5% |
VANGUARD WORLD FDS | 4 | Q3 2023 | 5.0% |
ISHARES TR | 4 | Q3 2023 | 5.2% |
VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 4.3% |
FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 4.3% |
VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 3.7% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.2% |
View Sebold Capital Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-11 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-23 |
13F-HR | 2023-07-28 |
13F-HR/A | 2023-05-12 |
13F-HR | 2023-05-12 |
13F-HR | 2023-05-12 |
View Sebold Capital 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.