$78.8 Million is the total value of SEARCY FINANCIAL SERVICES INC /ADV's 13 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $16,138,000 | – | 159,858 | +100.0% | 20.47% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $12,909,000 | – | 165,516 | +100.0% | 16.38% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $12,616,000 | – | 91,303 | +100.0% | 16.00% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $11,182,000 | – | 112,934 | +100.0% | 14.18% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $11,143,000 | – | 66,791 | +100.0% | 14.14% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $6,406,000 | – | 126,147 | +100.0% | 8.13% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $5,623,000 | – | 27,542 | +100.0% | 7.13% | – |
| ACN | New | ACCENTURE PLC IRELAND | $873,000 | – | 6,188 | +100.0% | 1.11% | – |
| CERN | New | CERNER CORP | $778,000 | – | 14,838 | +100.0% | 0.99% | – |
| PUTW | New | WISDOMTREE TRcboe s&p 500 | $359,000 | – | 14,097 | +100.0% | 0.46% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $323,000 | – | 4,666 | +100.0% | 0.41% | – |
| FDT | New | FIRST TR EXCH TRD ALPHA FD Idev mrk ex us | $276,000 | – | 5,628 | +100.0% | 0.35% | – |
| AAPL | New | APPLE INC | $208,000 | – | 1,316 | +100.0% | 0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 17.0% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 7.4% |
| APPLE INC | 20 | Q3 2023 | 8.9% |
| ACCENTURE PLC IRELAND | 20 | Q3 2023 | 2.1% |
| ISHARES INC | 19 | Q3 2023 | 14.1% |
| ISHARES TR | 19 | Q3 2023 | 24.5% |
| VANGUARD WORLD FDS | 16 | Q3 2022 | 14.1% |
| VANGUARD SPECIALIZED FUNDS | 14 | Q3 2023 | 12.4% |
| INVESCO EXCHANGE TRADED FD T | 14 | Q3 2023 | 6.8% |
| CERNER CORP | 14 | Q1 2022 | 1.0% |
View SEARCY FINANCIAL SERVICES INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-18 |
View SEARCY FINANCIAL SERVICES INC /ADV'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.