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New Perspectives, Inc 13F Holdings
Holdings from the most recent 13F from New Perspectives, Inc
Filed: 2023-01-24 (Q3 2022) | Holdings: 20 | Value: $116.2M | 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 1% ($426.5K) | 27.63% | $32.1M | +64.44% | +2.99% | +25.30% | |
| USFR - WISDOMTREE TR | Reduce 1% $(167.6K) | 17.25% | $20.0M | +13.44% | +1.22% | +5.33% | |
| IEFA - ISHARES TR | Add 6% ($798.6K) | 13.02% | $15.1M | +35.21% | +2.01% | +8.03% | |
| QQQ - INVESCO QQQ TR | Add 3% ($436.7K) | 12.88% | $15.0M | +100.51% | +9.41% | +51.28% | |
| IWM - ISHARES TR | Add 2% ($146.4K) | 7.94% | $9.2M | +22.92% | -6.32% | +7.27% | |
| SPMD - SPDR SER TR | Add 4% ($292.8K) | 7.08% | $8.2M | +27.73% | -3.80% | +9.70% | |
| VIG - VANGUARD SPECIALIZED FUNDS | Add 1% ($48.3K) | 5.45% | $6.3M | +40.65% | +1.46% | +15.10% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 5% ($124.3K) | 2.37% | $2.7M | +26.41% | -7.87% | -2.34% | |
| VO - VANGUARD INDEX FDS | Add 2% ($31.4K) | 1.67% | $1.9M | +38.99% | -2.83% | +10.08% | |
| AAPL - APPLE INC | 1.35% | $1.6M | +45.89% | +16.42% | +38.59% | ||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.70% | $813.0K | +48.38% | +5.74% | +23.06% | ||
| EGP - EASTGROUP PPTYS INC | 0.51% | $592.0K | +6.96% | -0.24% | +10.90% | ||
| VHT - VANGUARD WORLD FDS | Reduce 4% $(22.4K) | 0.47% | $544.0K | +4.00% | +0.84% | +5.33% | |
| VXF - VANGUARD INDEX FDS | 0.34% | $399.0K | +43.71% | -4.35% | +16.07% | ||
| VUG - VANGUARD INDEX FDS | 0.33% | $389.0K | +101.09% | +7.37% | +43.55% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | Add 35% ($79.1K) | 0.26% | $303.0K | +33.62% | -1.06% | +5.19% | |
| IBMK - ISHARES TR | 0.22% | $259.0K | |||||
| SPDW - SPDR INDEX SHS FDS | 0.18% | $213.0K | +35.81% | +1.15% | +7.49% | ||
| MSFT - MICROSOFT CORP | 0.18% | $209.0K | +129.65% | +17.75% | +74.20% | ||
| IWF - ISHARES TR | 0.17% | $202.0K | +97.81% | +6.95% | +41.89% | ||
| SAFM - SANDERSON FARMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CB - CHUBB LIMITED | Reduce 100% | 0.00% | $0.00 | ||||
| VTV - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||