Quantitative Strategies, Inc.

CIK 1810224 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$187.0M
#6.666 dari 9.443 berdasarkan nilai 13F · top 70.6%
Posisi
23
Per tanggal
31 Des. 2024 Data per Q4 2024
Bobot 10 kepemilikan teratas
86,85%
Bobot 25 kepemilikan teratas
100,00%
Posisi di atas 1%
14
Jumlah posisi efektif
8,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Posisi baru
23
Meningkat
0
Menurun
0
Tertutup
0
Di halaman ini

Rincian sektor

Lainnya/Tidak terpetakan
100,0%

Portofolio lengkap 23 posisi

Tipe Rentetan Tren 8 kuartal
IVW $37.735.026 20,18% 371.664 Naik ×1
IVE $36.301.725 19,41% 190.181 Naik ×1
LQD $24.042.428 12,86% 225.032 Naik ×1
TLH $11.827.798 6,32% 118.825 Naik ×1
IJR $11.115.364 5,94% 96.471 Naik ×1
XLK XLK $10.589.436 5,66% 45.542 Naik ×1
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF $9.599.606 5,13% 186.364 Naik ×1
USHY $7.461.813 3,99% 202.822 Naik ×1
VNQ $7.285.714 3,90% 81.788 Naik ×1
IXUS iShares Core MSCI Total International Stock ETF $6.472.662 3,46% 97.863 Naik ×1
FHLC $6.451.942 3,45% 98.729 Naik ×1
FNCL $5.957.157 3,19% 86.738 Naik ×1
USIG iShares Broad USD Investment Grade Corporate Bond ETF $4.840.630 2,59% 96.273 Naik ×1
ILCB $2.855.168 1,53% 35.141 Naik ×1
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $1.333.653 0,71% 25.796 Naik ×1
ACWI iShares MSCI ACWI ETF $879.840 0,47% 7.488 Naik ×1
SCHF $474.673 0,25% 25.658 Naik ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $401.751 0,21% 5.005 Naik ×1
VDC $367.378 0,20% 1.738 Naik ×1
VWO $298.944 0,16% 6.788 Naik ×1
AGG $294.867 0,16% 3.043 Naik ×1
IMCG $237.060 0,13% 3.119 Naik ×1
SCHP $200.699 0,11% 7.770 Naik ×1

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
IVW $37.735.026 371.664 20,18%
IVE $36.301.725 190.181 19,41%
LQD $24.042.428 225.032 12,86%
TLH $11.827.798 118.825 6,32%
IJR $11.115.364 96.471 5,94%
XLK $10.589.436 45.542 5,66%
IGIB $9.599.606 186.364 5,13%
USHY $7.461.813 202.822 3,99%
VNQ $7.285.714 81.788 3,90%
IXUS $6.472.662 97.863 3,46%
FHLC $6.451.942 98.729 3,45%
FNCL $5.957.157 86.738 3,19%
USIG $4.840.630 96.273 2,59%
ILCB $2.855.168 35.141 1,53%
IGSB $1.333.653 25.796 0,71%