HC
| |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 281,585 | 26,584.0 | +5.81% | 19.770 | +1.09% | 0.050 | +3.07% | +4.86% | 53,338.9 | ||
IWB | iShares Russell 1000 ETF | 73,455 | 17,755.0 | +15.68% | 13.210 | +1.79% | 0.060 | +19.79% | +7.71% | 41,628.5 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 146,026 | 16,768.0 | +5.51% | 12.470 | +0.65% | 0.020 | +1.23% | +3.24% | 127,979.5 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 226,282 | 11,583.0 | +12.62% | 8.620 | +0.97% | 0.140 | +0.74% | +3.08% | 10,930.5 | ||
QLTA |
iShares Aaa - A Rated Corporate Bond ETF
iShares Aaa - A Rated Corporate Bond ETF
| 170,331 | 9,595.0 | +13.29% | 7.140 | +0.84% | 0.690 | +2.02% | +3.44% | 1,624.3 | ||
VB | Vanguard Small Cap ETF | 31,903 | 6,976.0 | +16.32% | 5.190 | +0.73% | 0.010 | +17.90% | +1.99% | 61,352.9 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 189,524 | 6,863.0 | +17.94% | 5.100 | +0.78% | 0.050 | +12.67% | +19.87% | 26,951.4 | ||
IAU | iShares Gold Trust | 159,680 | 5,335.0 | +2.89% | 3.970 | +0.11% | 0.020 | +0.80% | +27.51% | 47,693.5 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 47,517 | 4,911.0 | +17.72% | 3.650 | +0.55% | 0.010 | +12.20% | +6.97% | 58,807.4 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 62,020 | 2,638.0 | +23.12% | 1.960 | +0.37% | 0.040 | +16.74% | +14.83% | 12,541.0 |
HATTON CONSULTING, INC.'s Historical Top Holdings Breakdowns
HATTON CONSULTING, INC. Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
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HATTON CONSULTING, INC.'s Hypothetical Growth since 2021-09-30
HATTON CONSULTING, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
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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