Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
20/20 Capital Management, Inc. (CIK 1656866) reported $385.9M across 167 reported positions in its SEC 13F filing for 2021-06-30. Largest positions: QUAL ($22.9M, 5.94%), IVV ($21.5M, 5.56%), VIG ($21.4M, 5.54%), NOBL ($18.6M, 4.83%), SPY ($13.5M, 3.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $22.9M | 5.94% | 172,626 | Added |
| 2 | IVV | ISHARES TR | $21.5M | 5.56% | 49,939 | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $21.4M | 5.54% | 138,235 | Added |
| 4 | NOBL | PROSHARES TR | $18.6M | 4.83% | 205,597 | Added |
| 5 | SPY | SPDR S&P 500 ETF TR | $13.5M | 3.50% | 31,545 | Added |
| 6 | BST | BLACKROCK SCIENCE & TECHNOLO | $11.9M | 3.08% | 199,261 | Added |
| 7 | SPTS | SPDR SER TR | $11.0M | 2.84% | 358,295 | Trimmed |
| 8 | XLP | SELECT SECTOR SPDR TR | $10.9M | 2.83% | 155,875 | Added |
| 9 | JPST | J P MORGAN EXCHANGE-TRADED F | $10.6M | 2.73% | 207,971 | Added |
| 10 | MSFT | MICROSOFT CORP | $10.5M | 2.72% | 38,813 | Added |
| 11 | SPYG | SPDR SER TR | $10.2M | 2.65% | 162,250 | Added |
| 12 | PPH | VANECK VECTORS ETF TR | $9.3M | 2.42% | 127,911 | Added |
| 13 | JPIB | J P MORGAN EXCHANGE-TRADED F | $9.2M | 2.39% | 178,920 | Added |
| 14 | DEM | WISDOMTREE TR | $7.7M | 1.99% | 167,985 | Added |
| 15 | AAPL | APPLE INC | $6.9M | 1.79% | 50,541 | Added |
| 16 | GLDM | WORLD GOLD TR | $6.2M | 1.61% | 353,500 | Added |
| 17 | ITB | ISHARES TR | $6.2M | 1.61% | 89,849 | Added |
| 18 | MTUM | ISHARES TR | $6.0M | 1.56% | 34,668 | Trimmed |
| 19 | VYM | VANGUARD WHITEHALL FDS | $5.4M | 1.39% | 51,158 | Added |
| 20 | IVW | ISHARES TR | $5.4M | 1.39% | 73,624 | Trimmed |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.4M | 1.39% | 19,293 | Trimmed |
| 22 | LMBS | FIRST TR EXCHANGE-TRADED FD | $5.3M | 1.38% | 104,300 | Added |
| 23 | IDV | ISHARES TR | $4.9M | 1.26% | 149,819 | Added |
| 24 | DGRO | ISHARES TR | $4.7M | 1.21% | 92,427 | Added |
| 25 | SDY | SPDR SER TR | $4.6M | 1.19% | 37,414 | Added |
Source: SEC Form 13F filings · as of 2021-06-30