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CIK: 0000932000
Total reported value
$685.7M
$685.7M
17 檔
64.7%
As reported in its official Q1 2024 Form 13F filing, Toews CORP /adv's tracked investment portfolio stood at $685.7M with 17 total positions.
During Q1 2024, Toews CORP /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including USHY, VOO, BND) accounted for 64.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 20.16% | +27.88% | NEW | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 19.47% | +0.05% | NEW | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 13.22% | +0.77% | NEW | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 13.19% | +0.75% | NEW | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 11.09% | +4.64% | NEW | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.88% | +1.47% | NEW | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 6.11% | +3.60% | NEW | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.13% | -0.50% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | -55.84% | — | |
| 10 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.92% | — | +3.64% | |
| 11 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.91% | +5.82% | NEW | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.90% | — | +3.65% | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.38% | — | — | |
| 14 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.38% | -0.50% | — | |
| 15 | MRSK | Toews Agility Shares Managed | ETF-Other | 0.10% | -0.32% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 0.09% | +0.02% | NEW | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | +0.01% | NEW |
According to official SEC Form 13F filings, Toews CORP /adv reported a total U.S. public equity portfolio value of $685.7M across 17 disclosed positions in Q1 2024.
During Q1 2024, Toews CORP /adv's top holdings by market value included USHY (20.2%)、VOO (19.5%)、BND (13.2%). The largest single position, USHY, represented 20.2% of total portfolio value.
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In Q1 2024, Toews CORP /adv 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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