Company profile

Employees
Incorporated in
Location
Fiscal year end
SEC CIK

Investment data

Data from SEC filings
Securities sold
Number of investors
Top 50 of 6125 long holdings
End of quarter 31 Mar 20
Value
 
#Shares
 
SPDR Dow Jones Indl Avrg Etf
$2.89B 13.12M
$2.08B 24.73M
$883.4M 5.1M
$536.88M 116.77M
$431.56M 3.07M
Wisdomtree TR
$417.15M 10.69M
Vanguard Tax-managed Intl FD
$338.18M 23.13M
$330.67M 10.42M
$328.82M 26.85M
SPDR S&P 500 Etf TR
$325.84M 8.52M
Invesco QQQ TR
$323.11M 12.03M
$306.72M 3.76M
$294.64M 35.43M
$281.02M 7.91M
$255.66M 4.76M
Vanguard Charlotte FDS
$244.96M 5.27M
$243.58M 2.52M
$238.97M 5.5M
$236.61M 9.11M
$228.8M 1.45M
$205.54M 3.76M
$196.99M 22.16M
$194.45M 1.67M
$189.92M 2.76M
$174.71M 1.81M
$169.35M 1.85M
$148.95M 3.09M
$147M 5.17M
$143.85M 16.59M
$140.74M 1.64M
$138.85M 9.56M
$129.52M 4.46M
Vanguard Specialized Funds
$128.9M 5.21M
$127.9M 1.2M
Vanguard Intl Equity Index F
$126.87M 11.41M
$122.43M 1.43M
$112.3M 9.46M
$111.42M 2.3M
$110.94M 7.8M
Vanguard Star FDS
$110.24M 4.64M
$109.97M 10.82M
$109.58M 2.81M
First TR Value Line Divid In
$105.65M 3.95M
$104.63M 1.97M
$102.66M 6.33M
$100.95M 1.98M
$100.78M 2.15M
$97.75M 3.18M
$96.12M 2.42M
$93.35M 1.09M
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Jul 20
31 Dec 20

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Financial reports

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Proxies

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