Mirsky Financial Management Corp. 13F Holdings · last filed Q4 2021
Mirsky Financial Management Corp. reported 54 securities worth $242.36M in its SEC 13F filing for Q4 2021 (period ended 2021-12-31). Top holdings: AGG (13.28%), IJH (8.60%), IVE (8.47%). Among its top 25 positions this quarter: 1 new, 21 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $32.2M | 13.28% | 282,044 | Trimmed |
| 2 | IJH | ISHARES TR | $20.8M | 8.60% | 73,612 | Added |
| 3 | IVE | ISHARES TR | $20.5M | 8.47% | 131,108 | Added |
| 4 | IVW | ISHARES TR | $19.2M | 7.90% | 228,968 | Added |
| 5 | IEFA | ISHARES TR | $15.6M | 6.45% | 209,352 | Added |
| 6 | LQDH | ISHARES U S ETF TR | $13.1M | 5.42% | 137,307 | Added |
| 7 | IJR | ISHARES TR | $9.7M | 3.98% | 84,306 | Added |
| 8 | FLTB | FIDELITY MERRIMACK STR TR | $9.5M | 3.92% | 183,538 | Added |
| 9 | IJS | ISHARES TR | $9.2M | 3.79% | 87,866 | Added |
| 10 | EFAV | ISHARES TR | $9.1M | 3.76% | 118,624 | Added |
| 11 | AOS | SMITH A O CORP | $7.8M | 3.22% | 91,001 | Trimmed |
| 12 | EEMV | ISHARES INC | $7.8M | 3.22% | 124,214 | Added |
| 13 | IAGG | ISHARES TR | $6.8M | 2.81% | 124,679 | Added |
| 14 | XLK | SELECT SECTOR SPDR TR | $5.2M | 2.14% | 29,867 | Added |
| 15 | FLOT | ISHARES TR | $5.2M | 2.13% | 101,531 | Trimmed |
| 16 | FIDU | FIDELITY COVINGTON TRUST | $5.1M | 2.11% | 91,075 | Added |
| 17 | FDIS | FIDELITY COVINGTON TRUST | $5.1M | 2.09% | 57,433 | Added |
| 18 | FMAT | FIDELITY COVINGTON TRUST | $4.7M | 1.95% | 93,732 | Added |
| 19 | TIP | ISHARES TR | $4.5M | 1.85% | 34,667 | Added |
| 20 | SUB | ISHARES TR | $3.8M | 1.57% | 35,337 | Added |
| 21 | FUTY | FIDELITY COVINGTON TRUST | $3.7M | 1.53% | 79,870 | Added |
| 22 | PDBC | INVESCO ACTIVLY MANGD ETC FD | $3.6M | 1.50% | 259,316 | Added |
| 23 | MUB | ISHARES TR | $2.9M | 1.21% | 25,156 | Added |
| 24 | EMB | ISHARES TR | $2.6M | 1.08% | 24,014 | Added |
| 25 | AOA | ISHARES TR | $1.1M | 0.43% | 14,450 | New |
Source: SEC Form 13F filings · as of 2021-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR