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New Perspectives, Inc 13F Holdings
Holdings from the most recent 13F from New Perspectives, Inc
Filed: 2023-01-24 (Q4 2022) | Holdings: 22 | Value: $130.4M | 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 5% ($1.7M) | 27.70% | $36.1M | +64.44% | +2.99% | +25.30% | |
| USFR - WISDOMTREE TR | Add 9% ($1.9M) | 16.81% | $21.9M | +13.44% | +1.22% | +5.33% | |
| IEFA - ISHARES TR | Add 5% ($928.7K) | 14.28% | $18.6M | +35.21% | +2.01% | +8.03% | |
| QQQ - INVESCO QQQ TR | Add 5% ($767.4K) | 12.01% | $15.7M | +100.51% | +9.41% | +51.28% | |
| SPMD - SPDR SER TR | Add 5% ($481.7K) | 7.32% | $9.6M | +27.73% | -3.80% | +9.70% | |
| IWM - ISHARES TR | Reduce 9% $(842.5K) | 6.83% | $8.9M | +22.92% | -6.32% | +7.27% | |
| VIG - VANGUARD SPECIALIZED FUNDS | 5.44% | $7.1M | +40.65% | +1.46% | +15.10% | ||
| VO - VANGUARD INDEX FDS | Add 6% ($124.7K) | 1.71% | $2.2M | +38.99% | -2.83% | +10.08% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 25% $(735.0K) | 1.69% | $2.2M | +26.41% | -7.87% | -2.34% | |
| AAPL - APPLE INC | 1.13% | $1.5M | +45.89% | +16.42% | +38.59% | ||
| EES - WISDOMTREE TR | New Purchase | 1.08% | $1.4M | +17.21% | -9.23% | +7.15% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Add 220% ($752.7K) | 0.84% | $1.1M | +33.62% | -1.06% | +5.19% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.72% | $937.4K | +48.38% | +5.74% | +23.06% | ||
| EGP - EASTGROUP PPTYS INC | 0.47% | $608.3K | +6.96% | -0.24% | +10.90% | ||
| VHT - VANGUARD WORLD FDS | Reduce 4% $(24.8K) | 0.44% | $578.5K | +4.00% | +0.84% | +5.33% | |
| VXF - VANGUARD INDEX FDS | Reduce 3% $(10.8K) | 0.31% | $406.0K | +43.71% | -4.35% | +16.07% | |
| VUG - VANGUARD INDEX FDS | 0.30% | $388.7K | +101.09% | +7.37% | +43.55% | ||
| UNP - UNION PAC CORP | New Purchase | 0.20% | $258.4K | +17.62% | -2.44% | +23.24% | |
| VTV - VANGUARD INDEX FDS | New Purchase | 0.19% | $250.3K | +32.84% | -1.23% | +9.33% | |
| SPDW - SPDR INDEX SHS FDS | 0.19% | $244.8K | +35.81% | +1.15% | +7.49% | ||
| AMGN - AMGEN INC | New Purchase | 0.19% | $241.6K | +25.07% | -5.02% | +23.42% | |
| IWF - ISHARES TR | Add 10% ($21.2K) | 0.17% | $226.5K | +97.81% | +6.95% | +41.89% | |
| IBMK - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MSFT - MICROSOFT CORP | Reduce 100% | 0.00% | $0.00 | ||||