Systelligence

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Systelligence

Companies in the Systelligence portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.9 $37M +61% 466k 78.89
Schwab Strategic Tr Us Tips Etf (SCHP) 7.5 $35M NEW 572k 60.71
Spdr Ser Tr Portfli High Yld (SPHY) 7.0 $32M +186% 1.3M 25.10
Vanguard Index Fds Large Cap Etf (VV) 4.9 $23M +60% 108k 208.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.0 $19M +155% 249k 74.82
Spdr Ser Tr SPDR S&P1500VL (VLU) 4.0 $19M -6% 120k 154.98
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.6 $17M +43% 346k 48.03
J P Morgan Exchange-traded F Us Value Factr (JVAL) 3.6 $17M -3% 448k 36.97
Vanguard Index Fds Mid Cap Etf (VO) 3.3 $16M +13% 65k 237.84
Franklin Templeton Etf Tr Liberty Sr Ln (FLBL) 3.3 $15M NEW 622k 24.67
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 3.3 $15M -3% 634k 23.85
Ishares Gold Tr Ishares New (IAU) 3.2 $15M -8% 396k 36.83
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.1 $14M +17% 141k 101.29
Ishares U S Etf Tr Inflation Hedg (LQDI) 2.9 $13M +40% 462k 29.02

Setup an alert

Systelligence will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Barclays Bank Etn Lkd 48 (JJC) 2.8 $13M -7% 543k 23.66
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.8 $13M +10% 373k 34.28
Ishares Tr Blackrock Ultra (ICSH) 2.4 $11M +510% 220k 50.15
Spdr Ser Tr Russell Yield (ONEY) 2.3 $11M -5% 104k 101.43
Wisdomtree Tr Glb Us Qtly Div (DNL) 2.2 $10M NEW 259k 39.72
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 2.2 $10M 354k 28.95
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 2.1 $9.9M -37% 169k 58.50
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 2.1 $9.7M +6% 300k 32.24
Flexshares Tr M Star Dev Mkt (TLTD) 2.1 $9.6M -16% 141k 68.05
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.9 $8.8M +10% 232k 37.97
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 1.8 $8.5M +23% 122k 69.86
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $7.0M -2% 92k 75.86
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.4 $6.6M +6% 53k 123.90
Global X Fds Us Infr Dev Etf (PAVE) 1.4 $6.4M -2% 225k 28.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $5.7M -14% 16k 362.54
J P Morgan Exchange-traded F Diversfd Eqt Etf (JPSE) 1.1 $5.2M NEW 118k 43.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $4.9M +237% 28k 175.96
J P Morgan Exchange-traded F Diversfed Rtrn (JPME) 1.0 $4.9M NEW 52k 93.56
Ishares Jp Mrg Em Crp Bd (CEMB) 1.0 $4.5M NEW 96k 46.40
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.0 $4.4M +7% 20k 222.82
Vaneck Etf Trust Investment Grd (FLTR) 0.7 $3.1M +32% 124k 25.10
Ishares Tr Conv Bd Etf (ICVT) 0.5 $2.5M -20% 30k 83.32
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.5 $2.1M NEW 69k 30.59
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $2.1M NEW 37k 56.05
Spdr Ser Tr Bloomberg Conv (CWB) 0.4 $2.0M -17% 26k 76.95
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.3 $1.4M NEW 50k 27.47
Vanguard Index Fds Small Cp Etf (VB) 0.2 $949k 4.5k 212.54
Global X Fds Founder Run Co (BOSS) 0.2 $845k -22% 28k 30.00

Past Filings by Systelligence

SEC 13F filings are viewable for Systelligence going back to 2019