Starfox Financial Services

Latest statistics and disclosures from Starfox Financial Services's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, SPY, SHY, QQQ, OUNZ, and represent 62.93% of Starfox Financial Services's stock portfolio.
  • Added to shares of these 10 stocks: VGLT, SHY, QQQ, VEA, GBTC, AMLP, VWO, XLE, SPY, VTI.
  • Started 1 new stock position in GBTC.
  • Reduced shares in these 10 stocks: VGSH, BSV, IWB, , JLL, IEF, JMST, MSFT, SLB, BRK.B.
  • Sold out of its positions in IWB, BSV, VGIT.
  • Starfox Financial Services was a net buyer of stock by $5.5M.
  • Starfox Financial Services has $118M in assets under management (AUM), dropping by 9.08%.
  • Central Index Key (CIK): 0001908885

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Portfolio Holdings for Starfox Financial Services

Starfox Financial Services holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 19.9 $23M 94k 249.89
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 13.8 $16M 32k 504.45
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Ishares Tr 1 3 Yr Treas Bd (SHY) 11.5 $14M +9% 167k 81.18
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Invesco Qqq Tr Unit Ser 1 (QQQ) 9.7 $12M +10% 27k 431.06
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Vaneck Merk Gold Tr Gold Trust (OUNZ) 8.1 $9.5M +2% 412k 23.06
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.1 $7.2M +11% 149k 48.36
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 5.1 $6.0M +29% 108k 55.86
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.9 $5.8M -13% 101k 57.65
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American Centy Etf Tr Avantis Emgmkt (AVEM) 3.8 $4.5M +2% 79k 57.15
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $4.3M +13% 104k 41.34
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Select Sector Spdr Tr Energy (XLE) 2.6 $3.0M +11% 32k 95.23
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Exxon Mobil Corporation (XOM) 2.2 $2.6M 21k 119.68
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Alps Etf Tr Alerian Mlp (AMLP) 1.2 $1.5M +53% 32k 45.80
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Jones Lang LaSalle Incorporated (JLL) 1.2 $1.4M -9% 8.1k 176.26
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Nrg Energy Com New (NRG) 0.9 $1.1M 15k 72.95
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.8 $931k 32k 28.72
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.7 $787k -3% 16k 50.60
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.6 $717k NEW 13k 56.38
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West Bancorporation Cap Stk (WTBA) 0.5 $567k 35k 16.07
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $538k 1.3k 400.26
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $463k +17% 7.9k 58.52
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Apple (AAPL) 0.3 $372k 2.2k 172.70
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Palantir Technologies Cl A (PLTR) 0.3 $367k 17k 21.90
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Enterprise Products Partners (EPD) 0.3 $315k 11k 28.51
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $304k -15% 3.3k 91.71
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Merck & Co (MRK) 0.2 $291k 2.3k 126.19
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Pepsi (PEP) 0.2 $267k 1.6k 166.95
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Microsoft Corporation (MSFT) 0.2 $240k -5% 580.00 413.88
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Schlumberger Com Stk (SLB) 0.2 $214k -3% 4.1k 51.67
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Past Filings by Starfox Financial Services

SEC 13F filings are viewable for Starfox Financial Services going back to 2021