Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

TimeScale Financial, Inc. 13F Holdings -- Portfolio & Top Positions (2023-06-30)

TimeScale Financial, Inc. (CIK 1765054) reported $463.2M across 628 reported positions in its SEC 13F filing for 2023-06-30. Largest positions: IVV ($112.5M, 24.28%), SCHF ($89.9M, 19.41%), SCHD ($39.1M, 8.43%), IJH ($32.3M, 6.98%), SCHE ($16.5M, 3.57%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$112.5M24.28%252,303Trimmed
2SCHFSCHWAB STRATEGIC TR$89.9M19.41%2.5MAdded
3SCHDSCHWAB STRATEGIC TR$39.1M8.43%537,919Added
4IJHISHARES TR$32.3M6.98%123,576Added
5SCHESCHWAB STRATEGIC TR$16.5M3.57%670,426Added
6IJRISHARES TR$14.5M3.13%145,416Added
7HYGISHARES TR$13.2M2.85%175,978Added
8SPDWSPDR INDEX SHS FDS$11.5M2.48%353,187Trimmed
9EMBISHARES TR$11.1M2.39%127,858Added
10IWBISHARES TR$10.6M2.28%43,393Trimmed
11BONDPIMCO ETF TR$10.3M2.22%112,076Trimmed
12HTRBHARTFORD FDS EXCHANGE TRADED$9.8M2.12%294,339Trimmed
13AAPLAPPLE INC$9.8M2.11%50,457Added
14SPEMSPDR INDEX SHS FDS$5.6M1.21%163,310Trimmed
15JNKSPDR SER TR$4.5M0.97%48,653Trimmed
16VWOBVANGUARD WHITEHALL FDS$3.8M0.81%60,587Trimmed
17SPLGSPDR SER TR$3.6M0.77%68,699Added
18IUSBISHARES TR$2.8M0.61%61,977Added
19VTIVANGUARD INDEX FDS$2.7M0.58%12,178Trimmed
20IWRISHARES TR$2.0M0.43%26,975Trimmed
21MSFTMICROSOFT CORP$2.0M0.42%5,747Trimmed
22NVDANVIDIA CORPORATION$1.9M0.40%4,398Trimmed
23QUALISHARES TR$1.6M0.35%12,133Added
24IWMISHARES TR$1.5M0.33%8,082Trimmed
25EFGISHARES TR$1.4M0.30%14,559Added

Source: SEC Form 13F filings · as of 2023-06-30