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20/20 Capital Management, Inc.13F | |
| 20/20 Capital Management, Inc. | |
| Last update 2021-07-12 | 162 Stocks (17 new) |
| Value $373.00 Mil | Turnover 7 % |
20/20 Capital Management, Inc.... Top Holdings of 2021-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QUAL | iShares MSCI USA Quality Factor ETF | 172,626 | 22,937.0 | +8.63% | 6.140 | +0.49% | 0.100 | +12.01% | +5.16% | 53,564.3 | ||
IVV | iShares Core S&P 500 ETF | 49,939 | 21,470.0 | -0.33% | 5.750 | -0.02% | 0.010 | +16.61% | +9.13% | 643,337.7 | ||
VIG | Vanguard Dividend Appreciation FTF | 138,235 | 21,397.0 | +7.95% | 5.730 | +0.42% | 0.030 | +11.17% | +7.44% | 90,376.6 | ||
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 205,597 | 18,633.0 | +9.76% | 4.990 | +0.44% | 0.190 | +7.79% | +6.29% | 11,700.2 | ||
SPY | S&P 500 ETF TRUST ETF | 31,545 | 13,503.0 | +3.26% | 3.620 | +0.11% | 0.000 | +16.57% | +9.06% | 655,578.9 | ||
BST |
BlackRock Science and Technology Trust
BlackRock Science and Technology Trust
| 199,261 | 11,874.0 | +12.63% | 3.180 | +0.36% | 0.620 | +19.45% | +11.06% | 1,343.0 | Asset Management | |
SPTS |
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
| 358,295 | 10,978.0 | -12.69% | 2.940 | -0.48% | 0.280 | +0.77% | +2.64% | 5,803.6 | ||
XLP | Consumer Staples Select Sector SPDR | 155,875 | 10,907.0 | +13.20% | 2.920 | +0.34% | 0.070 | +1.37% | +5.07% | 15,930.1 | ||
JPST | JPMorgan Ultra-Short Income ETF | 207,971 | 10,552.0 | +1.56% | 2.830 | +0.04% | 0.050 | +1.22% | +2.75% | 32,242.5 | ||
MSFT | Microsoft Corp | 38,813 | 10,515.0 | +3.85% | 2.820 | +0.10% | 0.000 | +32.23% | +21.75% | 3,799,516.4 | Software |
20/20 Capital Management, Inc.'s Historical Top Holdings Breakdowns
20/20 Capital Management, Inc. Total Holding History ($B)
20/20 Capital Management, Inc.'s Asset Allocation
20/20 Capital Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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20/20 Capital Management, Inc.'s Hypothetical Growth since 2021-06-30
20/20 Capital Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
20/20 Capital Management, Inc.'s Holdings Heat Map
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20/20 Capital Management, Inc.'s Holdings Bubble Chart
20/20 Capital Management, Inc. News
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