PF

PIERSHALE FINANCIAL GROUP, INC.

13F
PIERSHALE FINANCIAL GROUP, INC.
Last update 2023-07-06 270 Stocks (9 new)
Value $157.00 Mil Turnover 37 %
Countries:
Top Holdings: BIL(57.40%)SCHX(10.19%)DIA(10.18%)QQQ(4.24%)SCHG(4.07%)
Portfolio Report
Summary Stock Picks Current Portfolio
PIERSHALE FINANCIAL GROUP, INC... Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
981,076
90082.440
-23.45%
57.400
-21.75%
0.310
+0.01%
+0.21%
34218.364
 
SCHX 		Schwab U.S. Large-Cap ETF
305,493
15998.670
+101,731.00%
10.190
+10.18%
0.050
+12.62%
+25.80%
52255.858
 
DIA 		SPDR Dow Jones Industrial Average ETF
46,444
15969.770
New Holding
10.180
+10.18%
0.060
+11.59%
+16.59%
38728.699
 
QQQ 		INVESCO QQQ Trust
17,991
6646.240
+30,393.22%
4.240
+4.23%
0.000
+13.63%
+25.25%
312157.026
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
85,301
6393.310
New Holding
4.070
+4.07%
0.030
+15.36%
+33.99%
35821.310
 
SCHV 		Schwab U.S. Large-Cap Value ETF
93,239
6255.410
+93,139.00%
3.990
+3.99%
0.060
+9.70%
+17.07%
12083.544
 
EFA 		iShares MSCI EAFE ETF
85,857
6224.630
New Holding
3.970
+3.97%
0.010
+0.52%
+3.13%
54180.273
 
AAPL 		Apple Inc
9,271
1798.240
+1.92%
1.150
+0.02%
0.000
+3.19%
+17.04%
3389420.991
Hardware
HD 		The Home Depot Inc
2,350
729.960
+0.69%
0.470
0%
0.000
+17.27%
+18.54%
400376.694
Retail - Cyclical
ABT 		Abbott Laboratories
5,105
556.530
+0.04%
0.350
0%
0.000
+8.52%
+7.90%
201960.049
Medical Devices & Instruments

PIERSHALE FINANCIAL GROUP, INC.'s Historical Top Holdings Breakdowns

PIERSHALE FINANCIAL GROUP, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2023-06-30Reduce
-21.75%
●
90.73 ($91.25) 91.82
$91.58
0.36%
Reduce -23.45%
981,076
-300,463
DIA 		SPDR Dow Jones Industrial Average ETF2023-06-30New Buy
+10.18%
●
327.01 ($335.43) 343.99
$439.39
30.99%
New holding
46,444
46,444
SCHX 		Schwab U.S. Large-Cap ETF2023-06-30Add
+10.18%
●
47.5 ($49.36) 52.37
$23.65
-52.09%
Add 101731%
305,493
305,193
QQQ 		INVESCO QQQ Trust2023-06-30Add
+4.23%
●
309.57 ($336.01) 369.75
$512.90
52.64%
Add 30393.22%
17,991
17,932
SCHG 		Schwab U.S. Large-Cap Growth ETF2023-06-30New Buy
+4.07%
●
63.52 ($68.45) 74.95
$27.79
-59.40%
New holding
85,301
85,301
SCHV 		Schwab U.S. Large-Cap Value ETF2023-06-30Add
+3.99%
●
62.94 ($65.16) 67.09
$27.36
-58.01%
Add 93139%
93,239
93,139
EFA 		iShares MSCI EAFE ETF2023-06-30New Buy
+3.97%
●
69.4 ($71.64) 73.55
$77.70
8.47%
New holding
85,857
85,857
NVDA 		NVIDIA Corp2023-06-30Reduce
-0.15%
●
26.24 ($33.11) 43.81
$148.29
347.87%
Reduce -69.09%
2,980
-666
AAPL 		Apple Inc2023-06-30Add
+0.02%
●
160.1 ($174.1) 193.97
$224.23
28.79%
Add 1.92%
9,271
175
SUSA 		MSCI USA ESG Select ETF2023-06-30New Buy
+0.02%
●
85.42 ($88.65) 93.64
$124.29
40.20%
New holding
271
271

PIERSHALE FINANCIAL GROUP, INC. Total Holding History ($B)

To

PIERSHALE FINANCIAL GROUP, INC.'s Asset Allocation

To

PIERSHALE FINANCIAL GROUP, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PIERSHALE FINANCIAL GROUP, INC.'s Hypothetical Growth since 2023-06-30

PIERSHALE FINANCIAL GROUP, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

PIERSHALE FINANCIAL GROUP, INC.'s Holdings Heat Map

Size field:

PIERSHALE FINANCIAL GROUP, INC.'s Holdings Bubble Chart

PIERSHALE FINANCIAL GROUP, INC. News

  • 1

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