$131 Million is the total value of Urban Financial Advisory Corp's 21 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 52.6% |
| ISHARES TR | 3 | Q2 2024 | 21.5% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 8.1% |
| ISHARES TR | 3 | Q2 2024 | 4.1% |
| ISHARES TR | 3 | Q2 2024 | 2.9% |
| ISHARES TR | 3 | Q2 2024 | 2.2% |
| ISHARES TR | 3 | Q2 2024 | 2.1% |
| VANGUARD INTL EQUITY INDEX F | 3 | Q2 2024 | 0.8% |
| ISHARES INC | 3 | Q2 2024 | 0.6% |
| ISHARES TR | 3 | Q2 2024 | 0.6% |
View Urban Financial Advisory Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-14 |
View Urban Financial Advisory Corp'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.