$93.1 Million is the total value of Lee Financial Group Hawaii, Inc.'s 28 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XSLV | Exit | INVESCO EXCHNG TRADED FD TRs&p smlcp low | $0 | – | -4,747 | -100.0% | -0.21% | – |
| AAPL | Exit | APPLE INC | $0 | – | -2,029 | -100.0% | -0.41% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -10,188 | -100.0% | -0.86% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -11,475 | -100.0% | -1.68% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -12,057 | -100.0% | -1.74% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -37,814 | -100.0% | -2.56% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -50,229 | -100.0% | -2.58% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,575 | -100.0% | -2.76% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -1,610 | -100.0% | -2.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 28.1% |
| COSTCO WHSL CORP NEW | 24 | Q3 2023 | 5.2% |
| VISA INC | 24 | Q3 2023 | 4.6% |
| LABORATORY CORP AMER HLDGS | 22 | Q1 2023 | 3.7% |
| APPLE INC | 22 | Q3 2023 | 1.9% |
| MICROSOFT CORP | 21 | Q3 2023 | 5.8% |
| WISDOMTREE TR | 17 | Q1 2022 | 15.8% |
| VANGUARD BD INDEX FDS | 15 | Q1 2022 | 12.2% |
| VANGUARD INDEX FDS | 14 | Q3 2023 | 26.0% |
| INTEL CORP | 14 | Q1 2021 | 1.6% |
View Lee Financial Group Hawaii, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-08 |
View Lee Financial Group Hawaii, 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.