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New Perspectives, Inc 13F Holdings
Holdings from the most recent 13F from New Perspectives, Inc
Filed: 2023-01-24 (Q2 2022) | Holdings: 23 | Value: $122.8M | 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 2% ($694.8K) | 27.24% | $33.4M | +64.44% | +2.99% | +25.30% | |
| USFR - WISDOMTREE TR | Reduce 4% $(754.5K) | 16.47% | $20.2M | +13.44% | +1.22% | +5.33% | |
| IEFA - ISHARES TR | Add 8% ($1.2M) | 13.03% | $16.0M | +35.21% | +2.01% | +8.03% | |
| QQQ - INVESCO QQQ TR | Add 1% ($153.0K) | 12.40% | $15.2M | +100.51% | +9.41% | +51.28% | |
| IWM - ISHARES TR | Add 13% ($1.1M) | 7.59% | $9.3M | +22.92% | -6.32% | +7.27% | |
| SPMD - SPDR SER TR | Add 13% ($948.1K) | 6.65% | $8.2M | +27.73% | -3.80% | +9.70% | |
| VIG - VANGUARD SPECIALIZED FUNDS | Add 4% ($278.9K) | 5.43% | $6.7M | +40.65% | +1.46% | +15.10% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 8% $(265.4K) | 2.44% | $3.0M | +26.41% | -7.87% | -2.34% | |
| SAFM - SANDERSON FARMS INC | 2.22% | $2.7M | |||||
| VO - VANGUARD INDEX FDS | 1.63% | $2.0M | +38.99% | -2.83% | +10.08% | ||
| AAPL - APPLE INC | Reduce 4% $(64.3K) | 1.26% | $1.5M | +45.89% | +16.42% | +38.59% | |
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.67% | $817.9K | +48.38% | +5.74% | +23.06% | ||
| EGP - EASTGROUP PPTYS INC | 0.52% | $633.0K | +6.96% | -0.24% | +10.90% | ||
| VHT - VANGUARD WORLD FDS | 0.49% | $596.3K | +4.00% | +0.84% | +5.33% | ||
| VXF - VANGUARD INDEX FDS | Reduce 19% $(97.1K) | 0.34% | $411.9K | +43.71% | -4.35% | +16.07% | |
| VUG - VANGUARD INDEX FDS | 0.33% | $405.4K | +101.09% | +7.37% | +43.55% | ||
| IBMK - ISHARES TR | 0.21% | $259.1K | |||||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.21% | $252.2K | +33.62% | -1.06% | +5.19% | ||
| SPDW - SPDR INDEX SHS FDS | Add 1% ($1.6K) | 0.19% | $237.9K | +35.81% | +1.15% | +7.49% | |
| MSFT - MICROSOFT CORP | Add 31% ($54.2K) | 0.19% | $229.7K | +129.65% | +17.75% | +74.20% | |
| IWF - ISHARES TR | 0.17% | $209.5K | +97.81% | +6.95% | +41.89% | ||
| CB - CHUBB LIMITED | New Purchase | 0.17% | $207.2K | +22.06% | -11.17% | +7.84% | |
| VTV - VANGUARD INDEX FDS | 0.17% | $204.8K | +32.84% | -1.23% | +9.33% | ||
| CADE - CADENCE BANK | Reduce 100% | 0.00% | $0.00 | ||||