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.
HATTON CONSULTING, INC. (CIK 1859542) reported $134.4M across 42 reported positions in its SEC 13F filing for 2021-09-30. Largest positions: VCIT ($26.6M, 19.77%), IWB ($17.8M, 13.21%), AGG ($16.8M, 12.47%), SCHO ($11.6M, 8.62%), QLTA ($9.6M, 7.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $26.6M | 19.77% | 281,585 | Added |
| 2 | IWB | ISHARES TR | $17.8M | 13.21% | 73,455 | Added |
| 3 | AGG | ISHARES TR | $16.8M | 12.47% | 146,026 | Added |
| 4 | SCHO | SCHWAB STRATEGIC TR | $11.6M | 8.62% | 226,282 | Added |
| 5 | QLTA | ISHARES TR | $9.6M | 7.14% | 170,331 | Added |
| 6 | VB | VANGUARD INDEX FDS | $7.0M | 5.19% | 31,903 | Added |
| 7 | SPDW | SPDR INDEX SHS FDS | $6.9M | 5.10% | 189,524 | Added |
| 8 | IAU | ISHARES GOLD TR | $5.3M | 3.97% | 159,680 | Added |
| 9 | VYM | VANGUARD WHITEHALL FDS | $4.9M | 3.65% | 47,517 | Added |
| 10 | SPEM | SPDR INDEX SHS FDS | $2.6M | 1.96% | 62,020 | Added |
| 11 | SCZ | ISHARES TR | $2.5M | 1.88% | 33,882 | Added |
| 12 | IGSB | ISHARES TR | $2.5M | 1.87% | 45,916 | Trimmed |
| 13 | ICSH | ISHARES TR | $2.5M | 1.83% | 48,818 | Trimmed |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $2.4M | 1.80% | 42,484 | Trimmed |
| 15 | SLYV | SPDR SER TR | $2.0M | 1.48% | 24,292 | Added |
| 16 | IVV | ISHARES TR | $1.5M | 1.09% | 3,410 | Hold |
| 17 | IDV | ISHARES TR | $1.1M | 0.84% | 36,959 | Added |
| 18 | AAPL | APPLE INC | $1.1M | 0.83% | 7,850 | Added |
| 19 | PYPL | PAYPAL HLDGS INC | $966,000 | 0.72% | 3,711 | Added |
| 20 | TSLA | TESLA INC | $755,000 | 0.56% | 974 | New |
| 21 | IWF | ISHARES TR | $740,000 | 0.55% | 2,702 | Hold |
| 22 | AMZN | AMAZON COM INC | $532,000 | 0.40% | 162 | Added |
| 23 | IWM | ISHARES TR | $535,000 | 0.40% | 2,444 | Hold |
| 24 | PRF | INVESCO EXCHANGE TRADED FD T | $523,000 | 0.39% | 3,301 | Hold |
| 25 | ROKU | ROKU INC | $517,000 | 0.38% | 1,650 | Hold |
Source: SEC Form 13F filings · as of 2021-09-30