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Dragon Financial & Investment Group, LLC

13F
Dragon Financial & Investment Group, LLC
Last update 2018-10-19 18 Stocks (1 new)
Value $81.00 Mil Turnover 15 %
Countries:
Top Holdings:
Dragon Financial & Investment ... Top Holdings of 2018-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
S&P 500 ETF TRUST ETF
96,323
28,003.0
-11.27%
34.560
-4.25%
0.010
+18.80%
+8.86%
654,366.5
 
SCHZ
Schwab US Aggregate Bond ETF
379,025
19,046.0
-10.26%
23.510
-2.81%
0.240
+1.74%
+3.61%
8,612.4
 
XLG
Invesco S&P 500 Top 50 ETF
567,840
11,877.0
New Holding
14.660
+14.66%
0.840
+21.55%
+7.48%
9,751.5
 
VEA
Vanguard FTSE Developed Markets ETF
172,210
7,452.0
-6.87%
9.200
-0.70%
0.010
+14.16%
+23.88%
163,588.6
 
VWO
Vanguard FTSE Emerging Markets ETF
127,379
5,223.0
-9.86%
6.450
-0.75%
0.010
+15.56%
+16.78%
86,562.3
 
XLV
Health Care Select Sector SPDR
35,750
3,402.0
-13.52%
4.200
-0.60%
0.010
+0.88%
-0.09%
33,667.6
 
XLF
Financial Select Sector SPDR
108,561
2,994.0
-13.14%
3.700
-0.56%
0.010
+11.66%
+10.65%
52,128.0
 
VEU
Vanguard FTSE All-World ex-US ETF
7,813
407.0
-22.68%
0.500
-0.15%
0.000
+14.08%
+21.65%
45,437.2
 
DSI
iShares MSCI KLD 400 Social Index Fund
iShares MSCI KLD 400 Social Index Fund
7,162
382.0
-41.42%
0.470
-0.33%
0.010
+22.62%
+9.39%
4,799.8
 
IVV
iShares Core S&P 500 ETF
1,190
348.0
-13.83%
0.430
-0.07%
0.000
+18.87%
+8.94%
642,209.1
 

Dragon Financial & Investment Group, LLC's Historical Top Holdings Breakdowns

Dragon Financial & Investment Group, LLC Total Holding History ($B)

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Dragon Financial & Investment Group, LLC's Asset Allocation

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Dragon Financial & Investment Group, LLC Past Portfolios

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

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Dragon Financial & Investment Group, LLC's Hypothetical Growth since 2018-09-30

Dragon Financial & Investment Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Dragon Financial & Investment Group, LLC's Holdings Heat Map

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Dragon Financial & Investment Group, LLC's Holdings Bubble Chart

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