SC
| |
Sebold Capital Management, Inc.13F | |
| Sebold Capital Management, Inc. | |
| Last update 2024-10-22 | 69 Stocks (4 new) |
| Value $152.00 Mil | Turnover 6 % |
| Portfolio Report | |
Sebold Capital Management, Inc... Top Holdings of 2024-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 161,337 | 28905.110 | -2.32% | 19.050 | -0.43% | 0.040 | +9.73% | +13.23% | 66718.951 | ||
VIG | Vanguard Dividend Appreciation FTF | 53,660 | 10627.920 | -3.00% | 7.000 | -0.21% | 0.010 | +8.11% | +15.33% | 82739.959 | ||
VO | Vanguard Mid-Cap ETF | 40,137 | 10589.310 | -2.82% | 6.980 | -0.19% | 0.020 | +12.13% | +14.64% | 67436.749 | ||
FNDE | Schwab Fundamental Emerging Markets Equity ETF | 253,623 | 8184.430 | +1.30% | 5.390 | +0.07% | 0.120 | +14.31% | +18.02% | 6636.616 | ||
VEA | Vanguard FTSE Developed Markets ETF | 118,842 | 6276.040 | -0.13% | 4.140 | -0.01% | 0.000 | +6.74% | +6.08% | 139217.980 | ||
VGT | Vanguard Information Technology ETF | 10,252 | 6013.100 | -2.33% | 3.960 | -0.10% | 0.010 | +15.33% | +22.81% | 75281.564 | ||
FTSM | First Trust Enhanced Short Maturity ETF | 93,206 | 5580.240 | -1.33% | 3.680 | -0.05% | 0.090 | -0.07% | +0.28% | 6165.465 | ||
VIOO | Vanguard S&P Small-Cap 600 ETF | 46,332 | 5012.220 | -12.68% | 3.300 | -0.46% | 0.170 | +9.58% | +9.55% | 3079.932 | ||
IJH | iShares Core S&P Mid-Cap ETF | 71,866 | 4478.690 | -3.43% | 2.950 | -0.10% | 0.000 | +10.08% | +13.84% | 93198.127 | ||
FNDA | Schwab Fundamental U.S. Small Company ETF | 149,490 | 4452.530 | +100.74% | 2.930 | +1.47% | 0.020 | +9.50% | +8.28% | 9211.202 |
Sebold Capital Management, Inc.'s Historical Top Holdings Breakdowns
Sebold Capital Management, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FNDX | Schwab Fundamental U.S. Large Company ETF | 2024-09-30 | Add | +1.68% | 21.79 ($23.01) 23.92 | $23.88 | 3.78% | Add 187.27% | 162,840 | 35,385 | |
FNDA | Schwab Fundamental U.S. Small Company ETF | 2024-09-30 | Add | +1.47% | 27.13 ($28.74) 30 | $29.96 | 4.24% | Add 100.74% | 149,490 | 37,511 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-09-30 | Add | +0.91% | 20.37 ($21.79) 22.62 | $22.80 | 4.64% | Add 199% | 91,251 | 20,244 | |
VIOO | Vanguard S&P Small-Cap 600 ETF | 2024-09-30 | Reduce | -0.46% | 97.19 ($104.13) 109.09 | $108.66 | 4.35% | Reduce -12.68% | 46,332 | -6,729 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2024-09-30 | Reduce | -0.43% | 162.83 ($170.84) 179.16 | $178.67 | 4.58% | Reduce -2.32% | 161,337 | -3,824 | |
VYM | Vanguard High Dividend Yield Indx ETF | 2024-09-30 | Sold Out | -0.31% | 117.9 ($123.45) 128.2 | $128.63 | 4.20% | Sold Out | 0 | -3,730 | |
FNDF | Schwab Fundamental International Equity ETF | 2024-09-30 | Add | +0.25% | 33.67 ($36) 37.71 | $36.06 | 0.17% | Add 15.49% | 77,137 | 10,344 | |
BND | Vanguard Total Bond Market ETF | 2024-09-30 | Add | +0.25% | 71.45 ($74) 75.64 | $73.00 | -1.35% | Add 11.19% | 50,573 | 5,091 | |
JAAA | Janus Henderson AAA CLO ETF | 2024-09-30 | Add | +0.24% | 50.52 ($50.76) 50.95 | $50.68 | -0.16% | Add 54.14% | 20,541 | 7,215 | |
VIG | Vanguard Dividend Appreciation FTF | 2024-09-30 | Reduce | -0.21% | 181.77 ($190.41) 198.25 | $196.52 | 3.21% | Reduce -3% | 53,660 | -1,660 |
Sebold Capital Management, Inc. Total Holding History ($B)
Sebold Capital Management, Inc.'s Asset Allocation
Sebold Capital Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Sebold Capital Management, Inc.'s Hypothetical Growth since 2024-09-30
Sebold Capital Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sebold Capital Management, Inc.'s Holdings Heat Map
Size field:
Sebold Capital Management, Inc.'s Holdings Bubble Chart
Sebold Capital Management, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers