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New Perspectives, Inc 13F Holdings
Holdings from the most recent 13F from New Perspectives, Inc
Filed: 2022-04-07 (Q3 2021) | Holdings: 22 | Value: $135.4M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SPLG - SPDR SER TR | Add 3% ($1.1M) | 28.80% | $39.0M | +47.29% | -12.82% | -6.95% | |
| QQQ - INVESCO QQQ TR | Add 1% ($255.2K) | 15.27% | $20.7M | +62.48% | -16.01% | -9.08% | |
| USFR - WISDOMTREE TR | Add 9% ($1.5M) | 14.45% | $19.6M | +15.67% | +0.21% | +2.95% | |
| IEFA - ISHARES TR | Add 6% ($924.1K) | 12.01% | $16.3M | +34.90% | -12.44% | +0.54% | |
| IWM - ISHARES TR | Add 19% ($1.4M) | 6.54% | $8.9M | +15.83% | -11.63% | -10.35% | |
| SPMD - SPDR SER TR | Add 10% ($645.4K) | 5.22% | $7.1M | +26.50% | -11.00% | -3.75% | |
| VIG - VANGUARD SPECIALIZED FUNDS | Add 1% ($67.1K) | 5.13% | $7.0M | +35.15% | -9.68% | -2.72% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 11% ($419.0K) | 3.01% | $4.1M | +20.80% | -9.54% | -9.31% | |
| SAFM - SANDERSON FARMS INC | Add 67% ($1.3M) | 2.43% | $3.3M | +13.76% | |||
| VO - VANGUARD INDEX FDS | 1.78% | $2.4M | +27.67% | -13.57% | -9.80% | ||
| AAPL - APPLE INC | Reduce 2% $(34.4K) | 1.27% | $1.7M | +20.20% | -14.28% | -5.10% | |
| VXF - VANGUARD INDEX FDS | Reduce 5% $(62.0K) | 0.81% | $1.1M | +28.03% | -14.82% | -13.09% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.61% | $823.0K | +32.55% | -19.53% | -9.09% | ||
| VHT - VANGUARD WORLD FDS | 0.53% | $722.0K | -2.42% | -7.79% | -5.63% | ||
| EGP - EASTGROUP PPTYS INC | 0.50% | $682.0K | -12.53% | -24.46% | -17.83% | ||
| VUG - VANGUARD INDEX FDS | 0.39% | $528.0K | +63.21% | -16.32% | -11.41% | ||
| SPDW - SPDR INDEX SHS FDS | 0.29% | $387.0K | +33.40% | -12.79% | -1.38% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.23% | $307.0K | +31.31% | -11.45% | -2.76% | ||
| IWF - ISHARES TR | Reduce 5% $(13.7K) | 0.20% | $273.0K | +64.50% | -15.39% | -9.70% | |
| IBMK - ISHARES TR | 0.19% | $262.0K | +0.30% | ||||
| IBMJ - ISHARES TR | 0.17% | $230.0K | |||||
| VTV - VANGUARD INDEX FDS | 0.16% | $210.0K | +29.26% | -9.93% | -3.74% | ||
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | +53.57% | +19.61% | +17.82% | |