SevenOneSeven Capital Management

Latest statistics and disclosures from SevenOneSeven Capital Management's latest quarterly 13F-HR filing:

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Positions held by SevenOneSeven Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SevenOneSeven Capital Management

SevenOneSeven Capital Management holds 12 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 17.1 $370k -92% 818.00 452.62
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Pimco Etf Tr Inv Grd Crp Bd (CORP) 11.6 $253k -91% 2.6k 95.93
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Schwab Strategic Tr Us Aggregate B (SCHZ) 11.5 $249k -90% 5.4k 45.83
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 10.9 $237k NEW 2.4k 97.07
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Schwab Strategic Tr Us Dividend Eq (SCHD) 10.6 $230k -93% 3.0k 76.38
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 10.4 $226k -89% 9.5k 23.86
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 9.6 $209k -89% 16k 13.23
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.0 $195k -93% 5.3k 36.52
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Schwab Strategic Tr Long Term Us (SCHQ) 6.6 $144k -92% 4.3k 33.57
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.5 $32k NEW 649.00 49.10
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $16k -38% 100.00 160.56
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $9.3k NEW 165.00 56.64
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Past Filings by SevenOneSeven Capital Management

SEC 13F filings are viewable for SevenOneSeven Capital Management going back to 2020