WC

Windsor Creek Advisors, LLC

13F
Windsor Creek Advisors, LLC
Last update 2022-02-03 106 Stocks (7 new)
Value $323.00 Mil Turnover 16 %
Countries:
Top Holdings: VTI(7.61%)SPDW(3.79%)VEA(2.79%)DXJ(2.47%)EWZ(1.95%)
Summary Stock Picks Current Portfolio
Windsor Creek Advisors, LLC Top Holdings of 2021-12-31 View Full List
Ticker
SPY PUT
VTI
TLT PUT
SPDW
VEA
DXJ
EWZ
MSFT
BRK.A
VYMI
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY PUT
S&P 500 ETF TRUST ETF
125,500
58,474.0
0%
18.080
0%
0.010
+19.57%
+7.72%
643,289.7
 
VTI
Vanguard Total Stock Market ETF
102,746
24,604.0
+397.75%
7.610
+6.08%
0.010
+19.82%
+7.35%
476,615.2
 
TLT PUT
iShares 20+ Year Treasury Bond ETF
85,200
12,463.0
0%
3.850
0%
0.060
-1.53%
-0.28%
47,103.6
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
336,365
12,252.0
+17.21%
3.790
+0.56%
0.090
+12.67%
+19.87%
26,951.4
 
VEA
Vanguard FTSE Developed Markets ETF
177,450
9,036.0
New Holding
2.790
+2.79%
0.010
+12.49%
+19.94%
157,607.2
 
DXJ
WisdomTree Japan Hedged Equity Fund
127,781
7,998.0
-5.19%
2.470
-0.13%
0.440
+12.84%
+5.15%
3,506.5
 
EWZ
iShares MSCI Brazil ETF
232,700
6,310.0
0%
1.950
0%
0.130
+8.45%
+21.50%
4,995.8
 
MSFT
Microsoft Corp
18,177
6,177.0
-56.56%
1.910
-1.91%
0.000
+38.94%
+21.47%
3,790,969.0
Software
BRK.A
Berkshire Hathaway Inc
2,442
5,853.0
+13,466.67%
1.810
+1.80%
0.170
-8.71%
+4.41%
1,022,296.6
Insurance
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
88,736
5,845.0
0%
1.810
0%
0.150
+11.27%
+20.61%
10,351.4
 

Windsor Creek Advisors, LLC's Historical Top Holdings Breakdowns

Windsor Creek Advisors, LLC Total Holding History ($B)

To

Windsor Creek Advisors, LLC's Asset Allocation

To

Windsor Creek Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Windsor Creek Advisors, LLC's Hypothetical Growth since 2021-12-31

Windsor Creek Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Windsor Creek Advisors, LLC's Holdings Heat Map

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Windsor Creek Advisors, LLC's Holdings Bubble Chart

Windsor Creek Advisors, LLC News

  • 1

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