$169 Million is the total value of 3Chopt Investment Partners, LLC's 57 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BBIN | New | JPMorgan Betabuild Interl Eqy ETFetf | $1,393,206 | – | 26,741 | +100.0% | 0.82% | – |
| VONG | New | Vanguard Russell 1000 Growth ETFetf | $921,202 | – | 13,460 | +100.0% | 0.54% | – |
| USMV | New | iShares MSCI USA Min Vol FCTR ETFetf | $766,318 | – | 10,459 | +100.0% | 0.45% | – |
| VST | New | Vistra Energy Corp | $752,954 | – | 22,693 | +100.0% | 0.44% | – |
| IEMG | New | iShares Core MSCI Emerging ETFetf | $718,752 | – | 15,103 | +100.0% | 0.42% | – |
| JEMA | New | JPMorgan Activebld Emrg MRKT Eqy ETFetf | $352,655 | – | 10,213 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard S&P 500 ETF | 4 | Q3 2023 | 19.4% |
| Vanguard Small Cap ETF | 4 | Q3 2023 | 9.7% |
| Apple Inc | 4 | Q3 2023 | 4.6% |
| Berkshire Hathaway Class B | 4 | Q3 2023 | 3.4% |
| Nvidia Corp | 4 | Q3 2023 | 3.6% |
| Alphabet Inc. Class C | 4 | Q3 2023 | 2.7% |
| McKesson Corp | 4 | Q3 2023 | 2.3% |
| Merck & Co. Inc. | 4 | Q3 2023 | 2.1% |
| Arch Cap Group LTD F | 4 | Q3 2023 | 2.1% |
| Cisco Systems | 4 | Q3 2023 | 2.0% |
View 3Chopt Investment Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-24 |
| 13F-HR | 2023-05-23 |
View 3Chopt Investment Partners, 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.