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DeGreen Capital Management LLC

13F
DeGreen Capital Management LLC
Last update 2021-10-05 21 Stocks (2 new)
Value $301.00 Mil Turnover 11 %
Countries:
DeGreen Capital Management LLC... Top Holdings of 2021-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
138,389
59,621.0
+1.29%
19.780
+0.25%
0.020
+2.51%
+2.18%
589,000.9
 
VMBS
Vanguard Mortgage-Backed Securities ETF
541,746
28,870.0
+5.86%
9.580
+0.53%
0.200
-1.14%
+1.90%
14,327.2
 
QQQ
PowerShares QQQ Trust Ser 1
79,201
28,351.0
-4.43%
9.410
-0.46%
0.010
+6.47%
+3.51%
336,220.9
 
VOO
Vanguard S&P 500 ETF
60,211
23,747.0
-8.79%
7.880
-0.81%
0.010
+2.52%
+2.16%
614,900.1
 
VEA
Vanguard FTSE Developed Markets ETF
439,075
22,169.0
+5.81%
7.360
+0.40%
0.020
+9.03%
+17.31%
151,471.4
 
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterpr
569,369
21,249.0
+62.45%
7.050
+2.71%
0.560
+8.39%
+7.68%
1,792.0
 
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ET
523,267
19,110.0
+4.24%
6.340
+0.26%
0.340
+0.76%
+2.95%
9,129.0
 
IEI
iShares 3-7 Year Treasury Bond ETF
145,491
18,939.0
+5.35%
6.280
+0.32%
0.180
+0.65%
+3.10%
15,820.3
 
MNA
IQ Merger Arbitrage ETF
541,143
17,793.0
+5.66%
5.900
+0.32%
2.890
+3.60%
+6.14%
234.4
 
IJH
iShares Core S&P Mid-Cap ETF
256,580
13,500.0
+5.38%
4.480
+0.23%
0.020
+0.75%
-2.18%
92,915.8
 

DeGreen Capital Management LLC's Historical Top Holdings Breakdowns

DeGreen Capital Management LLC Total Holding History ($B)

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DeGreen Capital Management LLC's Asset Allocation

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DeGreen Capital Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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DeGreen Capital Management LLC's Hypothetical Growth since 2021-09-30

DeGreen Capital Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

DeGreen Capital Management LLC's Holdings Heat Map

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