Location
Plymouth, MN
Holdings as of
3/31/2020
Date filed
5/1/2020
Form type
13F-HR
Num holdings
212
Total value ($000)
$2,802,595
Net value change ($000)
-30,850 (-1.1%)
New positions
78
Sold out positions
72
Turnover %
16.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2019
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VWO 184,451 40011.1%
IVV 177,753 66.3%
VNQ 73,901 NEW
VXUS 37,266 NEW
VONE 35,076 NEW
SCHX 25,034 36.3%
BCI 23,380 5006.4%
AGG 11,952 98.4%
SPMB 8,322 27.3%
XSLV 8,160 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHV -133,665 -53.0%
POWERSHARES ETF TR II -84,558 -97.7%
SCHC -56,700 -47.0%
SCHE -49,381 -61.7%
POWERSHARES S&P SMALLCAP LOW -46,543 -100.0%
FNDF -41,043 -81.8%
SLYV -38,663 -36.0%
POWERSHARES ETF TR II -35,581 -39.8%
SCHA -20,648 -25.7%
FNDE -13,602 -94.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type