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CIK: 0001972836
Total reported value
$162.3M
$162.3M
71 檔
38.2%
As reported in its official Q4 2024 Form 13F filing, Sebold Capital Management, Inc.'s tracked investment portfolio stood at $162.3M with 71 total positions.
During Q4 2024, Sebold Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 18.54% | — | -2.17% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.08% | — | -0.37% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.96% | — | -1.15% | |
| 4 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 5.00% | — | +1.25% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.02% | — | +5.58% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.94% | — | -7.70% | |
| 7 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.63% | — | -2.79% | |
| 8 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 3.17% | — | -3.72% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.00% | — | -0.17% | |
| 10 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 2.99% | — | +101.23% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.59% | — | +200.10% | |
| 12 | DUSA | Davis Select US Equity ETF | ETF-Other | 2.54% | — | -7.58% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.54% | — | +4.11% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.42% | — | -1.28% | |
| 15 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.23% | — | +25.24% | |
| 16 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.93% | — | +2.88% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.93% | — | +10.66% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.83% | — | +6.82% | |
| 19 | FMB | First Trust Managed Municipa | ETF-Other | 1.79% | — | +5.70% | |
| 20 | DINT | Davis Select International | ETF-Other | 1.69% | — | -2.41% | |
| 21 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.37% | — | +1.33% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.37% | — | +189.32% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | — | — | |
| 24 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.12% | — | +1.66% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.94% | — | +35.22% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | — | -0.23% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | — | -0.70% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.71% | — | -0.32% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.70% | — | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | — | -3.66% | |
| 31 | COF | Capital One Financial CORP | Stock-Financials | 0.65% | — | -2.39% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | — | -6.30% | |
| 33 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.44% | — | +140.91% | |
| 34 | SHOE | Shoe Station Group Inc | Stock-Other | 0.43% | — | -3.49% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.41% | — | -5.81% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.39% | — | — | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | — | -12.21% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | — | -1.42% | |
| 39 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.34% | — | +0.35% | |
| 40 | FPXI | First Trust International Eq | ETF-Other | 0.33% | — | -33.91% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.31% | — | — | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | — | +34.66% | |
| 43 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | — | -3.82% | |
| 44 | MKL | Markel Group Inc | Stock-Financials | 0.28% | — | -2.39% | |
| 45 | FEM | First Trust Emerging Markets | ETF-Emerging Markets | 0.28% | — | -54.67% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.26% | — | -7.73% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.23% | — | -0.97% | |
| 48 | IHF | Ishares U.s. Healthcare Prov | ETF-Other | 0.23% | — | — | |
| 49 | EMLP | First Trust North American E | ETF-Other | 0.22% | — | +0.04% | |
| 50 | VTRS | Viatris Inc | Stock-Healthcare | 0.22% | — | -0.34% |
According to official SEC Form 13F filings, Sebold Capital Management, Inc. reported a total U.S. public equity portfolio value of $162.3M across 71 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, VO, VIG) accounted for 38.2% of total reported equity market value during Q4 2024.
During Q4 2024, Sebold Capital Management, Inc.'s top holdings by market value included RSP (18.5%)、VO (7.1%)、VIG (7.0%). The largest single position, RSP, represented 18.5% of total portfolio value.
In Q4 2024, Sebold Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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