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TimeScale Financial, Inc.13F | |
TimeScale Financial, Inc. | |
Last update 2023-07-27 | 628 Stocks (21 new) |
Value $463.00 Mil | Turnover 1 % |
TimeScale Financial, Inc. Top Holdings of 2023-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 252,303 | 112,454.0 | -0.26% | 24.280 | -0.06% | 0.030 | +18.87% | +8.94% | 642,209.1 | ||
SCHF | Schwab International Equity ETF | 2,522,405 | 89,923.7 | +0.09% | 19.410 | +0.02% | 0.280 | +13.75% | +23.46% | 50,258.3 | ||
SCHD | Schwab US Dividend Equity ETF | 537,919 | 39,063.7 | +0.42% | 8.430 | +0.04% | 0.080 | +8.77% | +2.12% | 71,498.8 | ||
IJH | iShares Core S&P Mid-Cap ETF | 617,880 | 32,312.6 | +0.17% | 6.980 | +0.01% | 0.050 | +16.09% | +3.97% | 98,717.1 | ||
SCHE | Schwab Emerging Markets Equity ETF | 670,426 | 16,512.6 | +1.27% | 3.570 | +0.04% | 0.190 | +15.33% | +17.71% | 10,676.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 145,416 | 14,490.7 | +0.97% | 3.130 | +0.03% | 0.020 | +17.04% | -0.26% | 83,183.4 | ||
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 175,978 | 13,210.7 | +0.96% | 2.850 | +0.03% | 0.090 | +4.77% | +5.38% | 17,073.7 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 353,187 | 11,492.7 | -1.65% | 2.480 | -0.04% | 0.070 | +14.40% | +23.92% | 27,862.8 | ||
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 127,858 | 11,064.8 | +0.51% | 2.390 | +0.01% | 0.070 | +5.15% | +6.62% | 13,579.2 | ||
IWB | iShares Russell 1000 ETF | 43,393 | 10,576.6 | -0.54% | 2.280 | -0.01% | 0.030 | +18.83% | +8.76% | 41,860.3 |
TimeScale Financial, Inc.'s Historical Top Holdings Breakdowns
TimeScale Financial, Inc. Total Holding History ($B)
TimeScale Financial, Inc.'s Asset Allocation
TimeScale Financial, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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TimeScale Financial, Inc.'s Hypothetical Growth since 2023-06-30
TimeScale Financial, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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TimeScale Financial, Inc.'s Holdings Heat Map
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TimeScale Financial, Inc.'s Holdings Bubble Chart
TimeScale Financial, Inc. News
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