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.
Starfox Financial Services, LLC (CIK 1908885) reported $117.9M across 29 reported positions in its SEC 13F filing for 2024-03-31. Largest positions: VTI ($23.4M, 19.86%), SPY ($16.2M, 13.77%), SHY ($13.6M, 11.52%), QQQ ($11.5M, 9.73%), OUNZ ($9.5M, 8.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $23.4M | 19.86% | 93,719 | Added |
| 2 | SPY | SPDR S&P 500 ETF TR | $16.2M | 13.77% | 32,197 | Added |
| 3 | SHY | ISHARES TR | $13.6M | 11.52% | 167,363 | Added |
| 4 | QQQ | INVESCO QQQ TR | $11.5M | 9.73% | 26,610 | Added |
| 5 | OUNZ | VANECK MERK GOLD TR | $9.5M | 8.06% | 412,130 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $7.2M | 6.09% | 148,611 | Added |
| 7 | VGLT | VANGUARD SCOTTSDALE FDS | $6.0M | 5.09% | 107,521 | Added |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | $5.8M | 4.92% | 100,749 | Trimmed |
| 9 | AVEM | AMERICAN CENTY ETF TR | $4.5M | 3.84% | 79,214 | Added |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $4.3M | 3.64% | 103,880 | Added |
| 11 | XLE | SELECT SECTOR SPDR TR | $3.0M | 2.55% | 31,594 | Added |
| 12 | XOM | EXXON MOBIL CORP | $2.6M | 2.17% | 21,370 | Trimmed |
| 13 | AMLP | ALPS ETF TR | $1.5M | 1.23% | 31,781 | Added |
| 14 | JLL | JONES LANG LASALLE INC | $1.4M | 1.21% | 8,075 | Trimmed |
| 15 | NRG | NRG ENERGY INC | $1.1M | 0.91% | 14,790 | Added |
| 16 | SPTS | SPDR SER TR | $931,068 | 0.79% | 32,419 | Added |
| 17 | JMST | J P MORGAN EXCHANGE TRADED F | $786,686 | 0.67% | 15,547 | Trimmed |
| 18 | GBTC | GRAYSCALE BITCOIN TR BTC | $716,759 | 0.61% | 12,713 | New |
| 19 | WTBA | WEST BANCORPORATION INC | $566,500 | 0.48% | 35,252 | Hold |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $537,949 | 0.46% | 1,344 | Trimmed |
| 21 | VXUS | VANGUARD STAR FDS | $463,027 | 0.39% | 7,912 | Added |
| 22 | AAPL | APPLE INC | $372,339 | 0.32% | 2,156 | Trimmed |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | $366,869 | 0.31% | 16,752 | Hold |
| 24 | EPD | ENTERPRISE PRODS PARTNERS L | $315,093 | 0.27% | 11,052 | Trimmed |
| 25 | IEF | ISHARES TR | $303,921 | 0.26% | 3,314 | Trimmed |
Source: SEC Form 13F filings · as of 2024-03-31