Starfox Financial Services, LLC 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, Starfox Financial Services, LLC opened 1 positions, added to 13, reduced 3 and sold out of 3.
- Q1 2024: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 24,184.
- Q1 2024: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 92,602.
- Q1 2024: Stock OUNZ; Country of operation United States; Class GOLD TRUST; Shares before 403,729.
- Q1 2024: Stock SPY; Country of operation —; Class TR UNIT; Shares before 31,618.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1908885), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). 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 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 24,184 | 26,610 | +2,426 | $9,903,733 | $11,470,640 | +$1,566,907 | 2024-04-30 |
|---|
| Q1 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 92,602 | 93,719 | +1,117 | $21,967,149 | $23,419,432 | +$1,452,283 | 2024-04-30 |
|---|
| Q1 2024 | OUNZ
VANECK MERK GOLD TR | United States | GOLD TRUST | 403,729 | 412,130 | +8,401 | $8,058,437 | $9,503,725 | +$1,445,288 | 2024-04-30 |
|---|
| Q1 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 31,618 | 32,197 | +579 | $15,028,417 | $16,241,672 | +$1,213,255 | 2024-04-30 |
|---|
| Q1 2024 | SHY
ISHARES TR | | 1 3 YR TREAS BD | 152,858 | 167,363 | +14,505 | $12,540,440 | $13,586,545 | +$1,046,105 | 2024-04-30 |
|---|
| Q1 2024 | VGLT
VANGUARD SCOTTSDALE FDS | | LONG TERM TREAS | 82,902 | 107,521 | +24,619 | $5,100,937 | $6,006,134 | +$905,197 | 2024-04-30 |
|---|
| Q1 2024 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 133,097 | 148,611 | +15,514 | $6,375,344 | $7,186,842 | +$811,498 | 2024-04-30 |
|---|
| Q1 2024 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 28,391 | 31,594 | +3,203 | $2,380,340 | $3,008,728 | +$628,388 | 2024-04-30 |
|---|
| Q1 2024 | AMLP
ALPS ETF TR | | ALERIAN MLP | 20,648 | 31,781 | +11,133 | $877,946 | $1,455,555 | +$577,609 | 2024-04-30 |
|---|
| Q1 2024 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 91,589 | 103,880 | +12,291 | $3,764,326 | $4,294,402 | +$530,076 | 2024-04-30 |
|---|
| Q1 2024 | AVEM
AMERICAN CENTY ETF TR | | AVANTIS EMGMKT | 77,009 | 79,214 | +2,205 | $4,342,538 | $4,527,080 | +$184,542 | 2024-04-30 |
|---|
| Q1 2024 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 6,717 | 7,912 | +1,195 | $389,346 | $463,027 | +$73,681 | 2024-04-30 |
|---|
| Q1 2024 | SPTS
SPDR SER TR | | PORTFOLIO SH TSR | 32,373 | 32,419 | +46 | $940,422 | $931,068 | -$9,354 | 2024-04-30 |
|---|
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