GC
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GV Capital Management13F | |
| GV Capital Management | |
| Last update 2020-04-30 | 107 Stocks (14 new) |
| Value $300.00 Mil | Turnover 11 % |
| Portfolio Report | |
GV Capital Management Top Holdings of 2020-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWD | iShares Russell 1000 Value ETF | 465,243 | 46143.000 | +19.00% | 15.360 | +2.45% | 0.130 | +7.87% | +14.15% | 59836.440 | ||
VTV | Vanguard Value ETF | 436,958 | 38915.000 | -20.41% | 12.950 | -2.88% | 0.060 | +7.00% | +16.18% | 123629.988 | ||
VUG | Vanguard Growth ETF | 206,142 | 32300.000 | -16.80% | 10.750 | -1.62% | 0.070 | +1.91% | +22.52% | 134880.371 | ||
IWF | iShares Russell 1000 Growth ETF | 210,995 | 31786.000 | -3.45% | 10.580 | -0.28% | 0.080 | +2.25% | +23.04% | 97919.452 | ||
IWN | iShares Russell 2000 Value ETF | 224,618 | 18425.000 | -19.56% | 6.130 | -1.50% | 0.260 | +12.25% | +8.11% | 12519.205 | ||
USRT | iShares Core U.S. REIT ETF | 455,404 | 17838.000 | -4.20% | 5.940 | -0.23% | 1.210 | +17.17% | +13.87% | 2862.296 | ||
IEFA | iShares Core MSCI EAFE ETF | 311,535 | 15542.000 | -73.43% | 5.170 | -12.03% | 0.020 | +5.31% | +9.03% | 123354.186 | ||
IWO | iShares Russell 2000 Growth ETF | 92,247 | 14591.000 | -20.61% | 4.860 | -1.10% | 0.220 | +9.50% | +12.60% | 11843.284 | ||
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 302,321 | 12973.000 | -20.53% | 4.320 | -0.99% | 0.330 | +12.27% | +7.21% | 3500.767 | ||
VBR | Vanguard Small Cap Value ETF | 85,635 | 7604.000 | +127.87% | 2.530 | +1.42% | 0.060 | +9.35% | +11.06% | 30676.865 |
GV Capital Management's Historical Top Holdings Breakdowns
GV Capital Management Total Holding History ($B)
GV Capital Management's Asset Allocation
GV Capital Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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GV Capital Management's Hypothetical Growth since 2020-03-31
GV Capital Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
GV Capital Management's Holdings Heat Map
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GV Capital Management's Holdings Bubble Chart
GV Capital Management News
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