We are live on
!
Find out more
GFG
Goldstone Financial Group Portfolio holdings
AUM
$922M
1-Year Est. Return
14.34%
This Fund
S&P 500
This Quarter
Est. Return
+5.04%
1 Year Est. Return
+14.34%
3 Year Est. Return
+42.95%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$303M
AUM Growth
–
Cap. Flow
+$299M
Cap. Flow
% of AUM
98.5%
Top 10 Holdings %
Top 10 Hldgs %
47.34%
Holding
153
New
153
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$42.4M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$17.1M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$15.9M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$13.8M |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$10.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.52% |
| 2 | Financials | 1.93% |
| 3 | Consumer Staples | 1.62% |
| 4 | Healthcare | 1.38% |
| 5 | Industrials | 1.09% |
Similar funds
OWIM
KI
MHIC
CFA
TCM
FFL
TC
ICM
Goldstone Financial Group's Q1 2023 Portfolio in Review
Q1 2023 is the first quarter with a 13F filing on record for Goldstone Financial Group, which disclosed 153 positions worth $303M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 115,522 shares worth $43.4M.
By sector, the portfolio is most concentrated in Technology at 2.5% of assets, followed by Financials and Consumer Staples.
- Goldstone Financial Group's largest Q1 2023 buy was Vanguard S&P 500 ETF: 115,522 shares worth $43.4M.
- Goldstone Financial Group's ten largest holdings make up 47% of its $303M portfolio in Q1 2023.
- Goldstone Financial Group disclosed 153 positions in Q1 2023, its first 13F filing on record.
Based on Goldstone Financial Group's 13F filing for Q1 2023, filed 15 Jan 2025.