$141 Million is the total value of FURE FINANCIAL CORP's 84 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACWI | New | ISHARES MSCI ACWI INDEX FUNDmsci acwi etf | $20,544,000 | – | 226,456 | +100.0% | 14.59% | – |
| ITOT | New | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFcore s&p ttl stk | $9,979,000 | – | 115,736 | +100.0% | 7.09% | – |
| VT | New | VANGUARD TOTAL WORLD STOCK INDEX FUNDtt wrld st etf | $9,260,000 | – | 100,020 | +100.0% | 6.58% | – |
| RSP | New | INVESCO S&P 500 EQUAL WEIGHT ETFs&p500 eql wgt | $3,982,000 | – | 31,222 | +100.0% | 2.83% | – |
| AIA | New | ISHARES ASIA 50 ETFasia 50 etf | $3,701,000 | – | 42,453 | +100.0% | 2.63% | – |
| SJNK | New | SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETFbloomberg srt tr | $1,419,000 | – | 52,646 | +100.0% | 1.01% | – |
| FBND | New | TARGET CORP COMtotal bd etf | $178,000 | – | 2,158 | +100.0% | 0.13% | – |
| USHY | New | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFbroad usd high | $5,000 | – | 121 | +100.0% | 0.00% | – |
| XYL | New | ECOFIN GLOBAL WATER ESG FUND | $4,000 | – | 98 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
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.