MF
| |
MIRSKY FINANCIAL MANAGEMENT CORP.13F | |
MIRSKY FINANCIAL MANAGEMENT CORP. | |
Last update 2022-02-08 | 54 Stocks (9 new) |
Value $242.00 Mil | Turnover 5 % |
MIRSKY FINANCIAL MANAGEMENT CO... Top Holdings of 2021-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 282,044 | 32,176.0 | -0.25% | 13.280 | -0.04% | 0.040 | +1.67% | +3.51% | 128,172.9 | ||
IJH | iShares Core S&P Mid-Cap ETF | 368,060 | 20,838.0 | +3.90% | 8.600 | +0.32% | 0.030 | +15.99% | +3.88% | 98,632.8 | ||
IVE | iShares S&P 500 Value ETF | 131,108 | 20,535.0 | +4.77% | 8.470 | +0.39% | 0.080 | +11.90% | +5.62% | 40,003.9 | ||
IVW | iShares S&P 500 Growth ETF | 228,968 | 19,158.0 | +3.29% | 7.900 | +0.25% | 0.050 | +25.09% | +11.49% | 62,072.0 | ||
IEFA | iShares Core MSCI EAFE ETF | 209,352 | 15,626.0 | +3.57% | 6.450 | +0.22% | 0.010 | +13.29% | +23.80% | 147,449.3 | ||
LQDH |
iShares Interest Rate Hedged Corporate Bond ETF
iShares Interest Rate Hedged Corporate Bond ETF
| 137,307 | 13,142.0 | +1.80% | 5.420 | +0.10% | 1.020 | +4.11% | +3.26% | 492.2 | ||
IJR | iShares Core S&P Small-Cap ETF | 84,306 | 9,654.0 | +3.70% | 3.980 | +0.14% | 0.010 | +16.73% | -0.52% | 82,964.8 | ||
FLTB | Fidelity Limited Term Bond ETF | 183,538 | 9,506.0 | +0.92% | 3.920 | +0.04% | 3.430 | +2.05% | +3.83% | 234.7 | ||
IJS | iShares S&P Small-Cap 600 Value ETF | 87,866 | 9,181.0 | +3.87% | 3.790 | +0.14% | 0.110 | +17.73% | -2.51% | 6,375.4 | ||
EFAV |
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
| 118,624 | 9,107.0 | +4.07% | 3.760 | +0.15% | 0.120 | +6.78% | +21.99% | 5,485.3 |
MIRSKY FINANCIAL MANAGEMENT CORP.'s Historical Top Holdings Breakdowns
MIRSKY FINANCIAL MANAGEMENT CORP. Total Holding History ($B)
MIRSKY FINANCIAL MANAGEMENT CORP.'s Asset Allocation
MIRSKY FINANCIAL MANAGEMENT CORP. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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MIRSKY FINANCIAL MANAGEMENT CORP.'s Hypothetical Growth since 2021-12-31
MIRSKY FINANCIAL MANAGEMENT CORP.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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MIRSKY FINANCIAL MANAGEMENT CORP.'s Holdings Heat Map
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MIRSKY FINANCIAL MANAGEMENT CORP.'s Holdings Bubble Chart
MIRSKY FINANCIAL MANAGEMENT CORP. News
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