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.
DeGreen Capital Management LLC (CIK 1536333) reported $301.4M across 21 reported positions in its SEC 13F filing for 2021-09-30. Largest positions: IVV ($59.6M, 19.78%), VMBS ($28.9M, 9.58%), QQQ ($28.4M, 9.41%), VOO ($23.7M, 7.88%), VEA ($22.2M, 7.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | SPDR State Street Global | $59.6M | 19.78% | 138,389 | Added |
| 2 | VMBS | Vanguard | $28.9M | 9.58% | 541,746 | Added |
| 3 | QQQ | SPDR State Street Global | $28.4M | 9.41% | 79,201 | Trimmed |
| 4 | VOO | Deutsche Asset Management | $23.7M | 7.88% | 60,211 | Trimmed |
| 5 | VEA | Vanguard | $22.2M | 7.36% | 439,075 | Added |
| 6 | XSOE | WisdomTree | $21.2M | 7.05% | 569,369 | Added |
| 7 | SPIB | SPDR State Street Global | $19.1M | 6.34% | 523,267 | Added |
| 8 | IEI | Schwab | $18.9M | 6.28% | 145,491 | Added |
| 9 | MNA | Power Shares | $17.8M | 5.90% | 541,143 | Added |
| 10 | IJH | SPDR State Street Global | $13.5M | 4.48% | 51,316 | Added |
| 11 | FLRN | SPDR State Street Global | $9.9M | 3.30% | 324,399 | Added |
| 12 | FLOT | SPDR State Street Global | $6.7M | 2.21% | 131,221 | Added |
| 13 | IDEV | SPDR State Street Global | $6.2M | 2.05% | 92,532 | Trimmed |
| 14 | SHYL | US Global Investors | $5.2M | 1.73% | 108,742 | Trimmed |
| 15 | SJNK | Van Eck | $4.7M | 1.56% | 171,338 | Trimmed |
| 16 | SCHX | Schwab | $4.6M | 1.52% | 44,009 | Trimmed |
| 17 | IJR | SPDR State Street Global | $4.0M | 1.32% | 36,374 | Added |
| 18 | FLTR | Vanguard | $2.9M | 0.95% | 113,194 | Added |
| 19 | SCHM | Schwab | $2.3M | 0.75% | 29,617 | Trimmed |
| 20 | BND | Vanguard | $905,000 | 0.30% | 10,596 | Added |
| 21 | VEU | Vanguard | $757,000 | 0.25% | 12,417 | Added |
| 22 | CXSE | WisdomTree | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2021-09-30