Wall Capital Group, Inc.
Q4 2023 13F Holdings
- Locationphoenix, AZ
- Num holdings
23
- Value ($000)
$88,240
- Date Filed02/08/2024
- Form type13F-HR
- CIK0001699803
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | ETF | 78464A805 | $10.16M | 12 % | 173,751 | ||
KRE SPDR S&P 600 Sm-cap ETF | ETF | 78468R853 | $9.97M | 11 % | 236,443 | ||
XLK TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 81369Y803 | $9.45M | 11 % | 49,071 | ||
XLF FINANCIAL SELECT SECTOR SPDR FUND | ETF | 81369Y605 | $6.89M | 8 % | 183,137 | ||
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | ETF | 81369Y407 | $5.93M | 7 % | 33,191 | ||
VNQ VANGUARD REAL ESTATE ETF | ETF | 922908553 | $5.43M | 6 % | 61,407 | ||
XLI INDUSTRIAL SELECT SECTOR SPDR FUND | ETF | 81369Y704 | $5.15M | 6 % | 45,170 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $4.98M | 6 % | 10,426 | ||
AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $4.67M | 5 % | 47,068 | ||
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | ETF | 81369Y852 | $4.27M | 5 % | 58,799 |
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