INVESTMENT SECURITY GROUP INC /CO/ /ADV has disclosed 14 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2021-09-30. The current portfolio value is calculated to be $250.00 Mil. The turnover rate is 2%.
In INVESTMENT SECURITY GROUP INC /CO/ /ADV's current portfolio as of 2021-09-30, the top 5 holdings are
Schwab U.S. Large-Cap ETF (SCHX), Schwab U.S. Mid-Cap ETF (SCHM), WisdomTree U.S. Dividend Growth Fund (DGRW), iShares Core 1-5 Year USD Bond ETF (ISTB), Schwab U.S. Small-Cap ETF (SCHA), not including call and put options.
INVESTMENT SECURITY GROUP INC /CO/ /ADV did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for INVESTMENT SECURITY GROUP INC /CO/ /ADV, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for INVESTMENT SECURITY GROUP INC /CO/ /ADV, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for INVESTMENT SECURITY GROUP INC /CO/ /ADV.