HC
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HATTON CONSULTING, INC.13F | |
HATTON CONSULTING, INC. | |
Last update 2021-10-14 | 42 Stocks (1 new) |
Value $134.00 Mil | Turnover 9 % |
HATTON CONSULTING, INC. Top Holdings of 2021-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 281,585 | 26,584.0 | +5.81% | 19.770 | +1.09% | 0.050 | +1.71% | +5.10% | 52,150.7 | ||
IWB | iShares Russell 1000 ETF | 73,455 | 17,755.0 | +15.68% | 13.210 | +1.79% | 0.060 | +16.84% | +7.25% | 42,054.9 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 146,026 | 16,768.0 | +5.51% | 12.470 | +0.65% | 0.020 | +0.07% | +3.61% | 128,257.8 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 226,282 | 11,583.0 | +12.62% | 8.620 | +0.97% | 0.140 | +0.53% | +2.87% | 11,402.5 | ||
QLTA |
iShares Aaa - A Rated Corporate Bond ETF
iShares Aaa - A Rated Corporate Bond ETF
| 170,331 | 9,595.0 | +13.29% | 7.140 | +0.84% | 0.690 | +0.96% | +3.92% | 1,636.2 | ||
VB | Vanguard Small Cap ETF | 31,903 | 6,976.0 | +16.32% | 5.190 | +0.73% | 0.010 | +15.73% | +1.97% | 58,767.7 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 189,524 | 6,863.0 | +17.94% | 5.100 | +0.78% | 0.050 | +15.38% | +21.12% | 27,201.8 | ||
IAU | iShares Gold Trust | 159,680 | 5,335.0 | +2.89% | 3.970 | +0.11% | 0.020 | +7.29% | +26.98% | 47,365.6 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 47,517 | 4,911.0 | +17.72% | 3.650 | +0.55% | 0.010 | +10.16% | +7.86% | 58,243.4 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 62,020 | 2,638.0 | +23.12% | 1.960 | +0.37% | 0.040 | +12.54% | +14.01% | 12,391.0 |
HATTON CONSULTING, INC.'s Historical Top Holdings Breakdowns
HATTON CONSULTING, INC. Total Holding History ($B)
HATTON CONSULTING, INC.'s Asset Allocation
HATTON CONSULTING, INC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
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HATTON CONSULTING, INC.'s Hypothetical Growth since 2021-09-30
HATTON CONSULTING, INC.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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HATTON CONSULTING, INC.'s Holdings Heat Map
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HATTON CONSULTING, INC.'s Holdings Bubble Chart
HATTON CONSULTING, INC. News
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