SC
| |
Sebold Capital Management, Inc.13F | |
| Sebold Capital Management, Inc. | |
| Last update 2025-04-28 | 73 Stocks (6 new) |
| Value $152.00 Mil | Turnover 7 % |
Sebold Capital Management, Inc... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 151,184 | 26,189.7 | -4.21% | 17.220 | -0.78% | 0.040 | +13.69% | +6.04% | 74,012.7 | ||
VO | Vanguard Mid-Cap ETF | 43,273 | 11,191.4 | +8.21% | 7.360 | +0.56% | 0.010 | +16.32% | +8.70% | 80,548.8 | ||
VIG | Vanguard Dividend Appreciation FTF | 55,589 | 10,783.6 | +4.80% | 7.090 | +0.32% | 0.010 | +12.58% | +6.21% | 89,349.2 | ||
FNDE |
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
| 261,074 | 8,041.1 | +1.66% | 5.290 | +0.09% | 0.120 | +16.42% | +16.54% | 7,178.8 | ||
VEA | Vanguard FTSE Developed Markets ETF | 132,625 | 6,741.4 | +5.70% | 4.430 | +0.24% | 0.000 | +12.49% | +19.94% | 157,607.2 | ||
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 83,501 | 4,996.7 | -7.84% | 3.280 | -0.28% | 0.080 | +1.19% | +2.56% | 6,354.3 | ||
VGT | Vanguard Information Technology ETF | 9,110 | 4,940.9 | -3.73% | 3.250 | -0.15% | 0.010 | +35.75% | +10.51% | 87,513.6 | ||
VIOO | Vanguard S&P Small-Cap 600 ETF | 46,389 | 4,477.0 | +3.99% | 2.940 | +0.11% | 0.140 | +16.74% | -2.26% | 2,778.1 | ||
FNDA |
Schwab Fundamental U.S. Small Company ETF
Schwab Fundamental U.S. Small Company ETF
| 157,986 | 4,327.2 | +5.04% | 2.840 | +0.14% | 0.050 | +16.43% | -0.40% | 8,505.2 | ||
ANGL |
VanEck Vectors Fallen Angel High Yield Bond ETF
VanEck Vectors Fallen Angel High Yield Bond ETF
| 149,311 | 4,309.1 | +28.87% | 2.830 | +0.63% | 0.150 | +5.54% | +4.61% | 2,937.5 |
Sebold Capital Management, Inc.'s Historical Top Holdings Breakdowns
Sebold Capital Management, Inc.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
APLU | Allspring Core Plus ETF | 2025-03-31 | New Buy New Buy | +1.77% | 24.18 ($24.72) 25.05 | $24.78 | 0.24% | New holding | 108,328 | 108,328 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Reduce Reduce | -0.78% | 169.43 ($177.82) 182.84 | $184.18 | 3.58% | Reduce -4.21% | 151,184 | -6,645 | |
ANGL |
VanEck Vectors Fallen Angel High Yield Bond ETF
VanEck Vectors Fallen Angel High Yield Bond ETF
| 2025-03-31 | Add Add | +0.63% | 28.55 ($28.9) 29.09 | $29.07 | 0.59% | Add 28.87% | 149,311 | 33,445 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.56% | 251.87 ($268.43) 277.95 | $284.74 | 6.08% | Add 8.21% | 43,273 | 3,284 | |
OAKM | Oakmark U.S. Large Cap ETF | 2025-03-31 | New Buy New Buy | +0.43% | 23.27 ($24.57) 25.4 | $25.88 | 5.33% | New holding | 27,024 | 27,024 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add Add | +0.36% | 50.48 ($50.78) 51.04 | $50.65 | -0.26% | Add 39.31% | 38,695 | 10,919 | |
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 2025-03-31 | Reduce Reduce | -0.34% | 48.33 ($48.9) 49.5 | $49.19 | 0.59% | Reduce -17.42% | 48,573 | -10,246 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Add Add | +0.32% | 190.34 ($198.85) 205.23 | $206.10 | 3.65% | Add 4.8% | 55,589 | 2,548 | |
DUSA | Davis Select U.S. Equity ETF | 2025-03-31 | Reduce Reduce | -0.30% | 41.58 ($43.94) 46.14 | $46.01 | 4.71% | Reduce -12% | 79,141 | -10,790 | |
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 2025-03-31 | Reduce Reduce | -0.28% | 59.78 ($59.9) 60.03 | $59.98 | 0.13% | Reduce -7.84% | 83,501 | -7,102 |
Sebold Capital Management, Inc. Total Holding History ($B)
Sebold Capital Management, Inc.'s Asset Allocation
Sebold Capital Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Sebold Capital Management, Inc.'s Hypothetical Growth since 2025-03-31
Sebold Capital Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sebold Capital Management, Inc.'s Holdings Heat Map
Size field:
Sebold Capital Management, Inc.'s Holdings Bubble Chart
Sebold Capital Management, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers