$92.7 Million is the total value of FURE FINANCIAL CORP's 23 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| REET | Exit | ISHARES GLOBAL REIT ETFglobal reit etf | $0 | – | -45,742 | -100.0% | -0.90% | – |
| EMB | Exit | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFjpmorgan usd emg | $0 | – | -12,306 | -100.0% | -1.00% | – |
| USRT | Exit | ISHARES CORE U.S. REIT ETFcre u s reit etf | $0 | – | -41,650 | -100.0% | -1.61% | – |
| IEFA | Exit | ISHARES CORE MSCI EAFE ETFcore msci eafe | $0 | – | -46,885 | -100.0% | -2.17% | – |
| IEMG | Exit | ISHARES CORE MSCI EMERGING MARKETS ETFcore msci emkt | $0 | – | -69,100 | -100.0% | -2.63% | – |
| PRF | Exit | INVESCO FTSE RAFI US 1000 ETFftse rafi 1000 | $0 | – | -30,867 | -100.0% | -2.77% | – |
| XMLV | Exit | INVESCO S&P MIDCAP LOW VOLATILITY ETFs&p midcp low | $0 | – | -75,143 | -100.0% | -2.86% | – |
| VIG | Exit | VANGUARD DIVIDEND APPRECIATION INDEX FUNDdiv app etf | $0 | – | -36,823 | -100.0% | -3.25% | – |
| SPLV | Exit | INVESCO S&P 500 LOW VOLATILITY ETFs&p500 low vol | $0 | – | -97,791 | -100.0% | -4.04% | – |
| JNK | Exit | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFbloomberg brclys | $0 | – | -62,337 | -100.0% | -4.84% | – |
| QQQ | Exit | INVESCO QQQ TRUSTunit ser 1 | $0 | – | -32,177 | -100.0% | -4.85% | – |
| SPY | Exit | SPDR S&P 500 ETFtr unit | $0 | – | -21,841 | -100.0% | -4.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGETRADED FUND | 12 | Q3 2022 | 3.7% |
| SPDR SSGA ULTRA SHORT TERM BOND ETF | 12 | Q3 2022 | 0.9% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | 11 | Q3 2022 | 6.6% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 11 | Q3 2022 | 2.4% |
| SPDR SP 500 ETF | 10 | Q2 2022 | 7.7% |
| SPDR PORTFOLIO SP 500 ETF | 10 | Q3 2022 | 5.5% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 9 | Q2 2022 | 21.5% |
| SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF | 9 | Q3 2022 | 20.0% |
| INVESCO QQQ TRUST | 9 | Q1 2022 | 7.9% |
| ISHARES MODERATE ALLOCATION FUND | 9 | Q4 2021 | 3.0% |
View FURE FINANCIAL CORP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-11-10 |
| 13F-HR | 2021-08-03 |
| 13F-HR | 2021-05-10 |
| 13F-HR | 2021-02-04 |
| 13F-HR | 2020-10-30 |
| 13F-HR | 2020-08-13 |
View FURE FINANCIAL 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.