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DeGreen Capital Management

Company profile

Website
Employees
Location
SEC CIK
IRS number
262334769
SEC advisor number
801-77276
FINRA CRD number
147074
AUM ?
$291.89M (as of 21 May 21)
Accounts
276 (as of 21 May 21)
Employees
4 (2 investment advisory or research)
Address
DeGreen Capital Management
4800 N. SCOTTSDALE RD #1800
SCOTTSDALE
AZ 85251
Phone
480-609-9900

Investment data

Data from SEC filings
17 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$77.09M 226.08K 219.32K +3.1
$28.87M 541.75K 511.74K +5.9
$28.35M 79.2K 82.87K -4.4
$23.75M 60.21K 66.01K -8.8
Vanguard
$22.17M 439.08K 414.97K +5.8
$21.25M 569.37K 437.91K +30.0
$19.11M 523.27K 502.01K +4.2
$18.94M 145.49K 138.11K +5.3
$17.79M 541.14K 512.17K +5.7
$14.64M 495.74K 481.08K +3.0
$6.85M 73.63K 87.02K -15.4
$6.67M 131.22K 63.06K +108.1
$6.18M 92.53K 93.92K -1.5
$5.2M 108.74K 196.77K -44.7
$2.88M 113.19K 55.09K +105.5
$905K 10.6K 10.03K +5.6
Vanguard
$757K 12.42K 12.15K +2.2
Holdings list only includes long positions. Only includes long positions.

Calendar

30 Nov 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings