MICHELS FAMILY FINANCIAL, LLC 13F Portfolio
MICHELS FAMILY FINANCIAL, LLC runs MICHELS FAMILY FINANCIAL, LLC and currently holds 148 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $155.96M. Their top holdings are SPY, SCHD, QQQ, IVV, VONG. The top five represent 21.0% of reported portfolio weight. MICHELS FAMILY FINANCIAL, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, MICHELS FAMILY FINANCIAL, LLC initiated 5 new positions. They added to 57 existing positions. They trimmed 33 positions. Their current best-performing preview position is STRL with returns of +106.09%.
Portfolio Value
$155.96M
Alpha Score
21.8
#0 of 1000
Holdings
148
MICHELS FAMILY FINANCIAL, LLC Current 13F Holdings
Reported holdings from MICHELS FAMILY FINANCIAL, LLC's latest SEC 13F filing, ranked by portfolio weight.
148 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPY STATE STR SPDR S&P 500 ETF T | 6.56% | $600.05 | $778.54 | +29.75% | Added +3.19% |
 SCHD SCHWAB STRATEGIC TR | 5.39% | $27.55 | $33.03 | +19.87% | Added +2.48% |
 QQQ INVESCO QQQ TR | 3.09% | $536.49 | $751.27 | +40.03% | Added +2.67% |
 IVV ISHARES TR | 3.00% | $589.88 | $781.99 | +32.57% | Trimmed -1.78% |
 VONG VANGUARD SCOTTSDALE FDS | 2.92% | $106.24 | $131.69 | +23.96% | Added +4.47% |
 XOM EXXON MOBIL CORP | 2.66% | $108.00 | $169.01 | +56.49% | Added +0.22% |
 SPHY SPDR SERIES TRUST | 2.05% | $23.50 | $22.56 | -4.02% | Added +1.12% |
 AGG ISHARES TR | 1.99% | $97.28 | $94.60 | -2.75% | Trimmed -0.51% |
 VOO VANGUARD INDEX FDS | 1.95% | $543.68 | $715.51 | +31.60% | Added +0.32% |
 BND VANGUARD BD INDEX FDS | 1.91% | $72.28 | $70.22 | -2.85% | Added +3.66% |
Showing 1-10 of 148