Swp Financial

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

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Positions held by Swp Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Swp Financial

Swp Financial holds 44 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
Ishares Tr Core S&p500 Etf (IVV) 13.0 $17M 35k 477.64
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Vanguard Index Fds Value Etf (VTV) 7.6 $9.8M 65k 149.50
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Vanguard Index Fds Mid Cap Etf (VO) 7.2 $9.3M 40k 232.64
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Vanguard Index Fds Growth Etf (VUG) 7.1 $9.1M 29k 310.88
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Ishares Tr 0-5 Yr Tips Etf (STIP) 6.2 $8.0M 81k 98.59
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Ishares Tr Core Us Aggbd Et (AGG) 5.7 $7.4M 74k 99.25
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Ishares Tr Core Msci Eafe (IEFA) 5.6 $7.2M 102k 70.35
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Apple (AAPL) 5.2 $6.6M 35k 192.53
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Ishares Tr Ishs 5-10yr Invt (IGIB) 5.0 $6.5M 125k 52.00
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Ishares Tr Core S&p Scp Etf (IJR) 4.8 $6.2M 57k 108.25
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Ishares Tr Ishs 1-5yr Invs (IGSB) 4.1 $5.3M 104k 51.27
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.0 $5.1M 107k 47.90
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Vanguard Index Fds Total Stk Mkt (VTI) 3.9 $5.1M 21k 237.22
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Ishares Tr Iboxx Hi Yd Etf (HYG) 2.7 $3.5M 45k 77.39
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Ishares Tr S&p 500 Grwt Etf (IVW) 2.1 $2.7M 36k 75.10
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Vanguard Index Fds Large Cap Etf (VV) 2.1 $2.7M 12k 218.15
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.8 $2.4M 42k 56.14
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Vanguard Index Fds Small Cp Etf (VB) 1.7 $2.2M 11k 213.33
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Ishares Tr S&p 500 Val Etf (IVE) 1.6 $2.1M 12k 173.89
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Ishares Tr Core S&p Mcp Etf (IJH) 1.5 $2.0M 7.2k 277.15
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Sempra Energy (SRE) 0.9 $1.1M 15k 74.73
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $705k 6.9k 102.88
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Qualcomm (QCOM) 0.5 $593k 4.1k 144.63
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UnitedHealth (UNH) 0.4 $540k 1.0k 526.47
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Meta Platforms Cl A (META) 0.4 $509k 1.4k 353.96
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Tetra Tech (TTEK) 0.4 $470k 2.8k 166.93
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $381k 1.9k 200.71
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Wp Carey (WPC) 0.3 $378k 5.8k 64.81
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Ishares Tr Aggres Alloc Etf (AOA) 0.3 $368k 5.3k 69.05
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $354k 4.4k 80.04
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $338k 4.1k 82.04
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Microsoft Corporation (MSFT) 0.2 $295k 784.00 376.04
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $294k 673.00 436.80
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.2 $292k 2.9k 100.51
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $289k 5.2k 55.90
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Fs Kkr Capital Corp (FSK) 0.2 $284k 14k 19.97
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $264k 6.4k 41.10
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Intuitive Surgical Com New (ISRG) 0.2 $255k 756.00 337.36
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $234k 4.9k 47.74
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General Dynamics Corporation (GD) 0.2 $228k 876.00 259.67
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $223k 625.00 356.66
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Costco Wholesale Corporation (COST) 0.2 $221k 335.00 660.38
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Oracle Corporation (ORCL) 0.2 $220k 2.1k 105.43
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $200k 1.4k 139.69
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Past Filings by Swp Financial

SEC 13F filings are viewable for Swp Financial going back to 2023