Benedetti & Gucer, Inc. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, Benedetti & Gucer, Inc. opened 33 positions, added to 16, reduced 7 and sold out of 32.
- Q1 2024: Stock SHY; Country of operation —; Class 1 3 YR TREAS BD; Shares before 127,745.
- Q1 2024: Stock RAAX; Country of operation —; Class INFLATION ALLOCA; Shares before 332,897.
- Q1 2024: Stock TLH; Country of operation —; Class 10-20 YR TRS ETF; Shares before 70,129.
- Q1 2024: Stock HDV; Country of operation —; Class CORE HIGH DV ETF; Shares before 53,601.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1859474), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2024 | SHY
ISHARES TR | | 1 3 YR TREAS BD | 127,745 | 160,974 | +33,229 | $10,480,200 | $13,165 | -$10,467,035 | 2024-05-07 |
|---|
| Q1 2024 | RAAX
VANECK ETF TRUST | | INFLATION ALLOCA | 332,897 | 359,046 | +26,149 | $8,502,190 | $9,730 | -$8,492,460 | 2024-05-07 |
|---|
| Q1 2024 | TLH
ISHARES TR | | 10-20 YR TRS ETF | 70,129 | 76,835 | +6,706 | $7,592,166 | $8,070 | -$7,584,096 | 2024-05-07 |
|---|
| Q1 2024 | HDV
ISHARES TR | | CORE HIGH DV ETF | 53,601 | 67,482 | +13,881 | $5,466,766 | $7,437 | -$5,459,329 | 2024-05-07 |
|---|
| Q1 2024 | EMXC
ISHARES INC | | MSCI EMRG CHN | 79,751 | 85,026 | +5,275 | $4,419,003 | $4,895 | -$4,414,108 | 2024-05-07 |
|---|
| Q1 2024 | DGRO
ISHARES TR | | CORE DIV GRWTH | 62,015 | 64,280 | +2,265 | $3,337,679 | $3,732 | -$3,333,947 | 2024-05-07 |
|---|
| Q1 2024 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | 14,679 | 15,131 | +452 | $3,131,471 | $3,459 | -$3,128,012 | 2024-05-07 |
|---|
| Q1 2024 | IUSG
ISHARES TR | | CORE S&P US GWT | 25,371 | 25,682 | +311 | $2,641,121 | $3,010 | -$2,638,111 | 2024-05-07 |
|---|
| Q1 2024 | IEFA
ISHARES TR | | CORE MSCI EAFE | 33,169 | 34,934 | +1,765 | $2,333,434 | $2,592 | -$2,330,842 | 2024-05-07 |
|---|
| Q1 2024 | EFG
ISHARES TR | | EAFE GRWTH ETF | 15,014 | 15,243 | +229 | $1,454,106 | $1,582 | -$1,452,524 | 2024-05-07 |
|---|
| Q1 2024 | EFV
ISHARES TR | | EAFE VALUE ETF | 21,699 | 22,904 | +1,205 | $1,130,518 | $1,246 | -$1,129,272 | 2024-05-07 |
|---|
| Q1 2024 | SPMD
SPDR SER TR | | PORTFOLIO S&P400 | 9,921 | 9,945 | +24 | $483,351 | $531 | -$482,820 | 2024-05-07 |
|---|
| Q1 2024 | IJH
ISHARES TR | | CORE S&P MCP ETF | 1,603 | 6,738 | +5,135 | $444,272 | $410 | -$443,862 | 2024-05-07 |
|---|
| Q1 2024 | SPSM
SPDR SER TR | | PORTFOLIO S&P600 | 6,376 | 6,394 | +18 | $268,940 | $275 | -$268,665 | 2024-05-07 |
|---|
| Q1 2024 | GBAB
GUGGENHEIM TAXABLE MUNICP BOND | | COM | 13,386 | 14,186 | +800 | $216,719 | $231 | -$216,488 | 2024-05-07 |
|---|
| Q1 2024 | BBN
BLACKROCK TAX MUNICPAL BD TR SHS | | SHS | 10,100 | 11,700 | +1,600 | $164,226 | $191 | -$164,035 | 2024-05-07 |
|---|
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