StockDrifts LogoStockDrifts

Timescale Financial, Inc.

Portfolio Manager
Timescale Financial, Inc.
Performance
0% (N/A)
AUM (13F)
$463.17M
# of Holdings
628
Performance Rank
N/A
Allocation (Top 20)
N/A

Timescale Financial, Inc. Holdings Map

Top 50 Timescale Financial, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
24.28%252.3K$112.5M
-0.26%(-651)
2022-Q3: 262.2K shares2022-Q4: 262.2K shares2023-Q1: 253.0K shares2023-Q2: 252.3K shares2023-06-30
SCHF
SCHWAB STRATEGIC TR
19.41%2.52M$89.9M
+0.09%(+2.19K)
2022-Q3: 2.76M shares2022-Q4: 2.76M shares2023-Q1: 2.52M shares2023-Q2: 2.52M shares2023-06-30
SCHD
SCHWAB STRATEGIC TR
8.43%537.9K$39.1M
+0.42%(+2.26K)
2022-Q3: 550.2K shares2022-Q4: 550.2K shares2023-Q1: 535.7K shares2023-Q2: 537.9K shares2023-06-30
IJH
ISHARES TR
6.98%123.6K$32.3M
+0.17%(+204)
2022-Q3: 127.4K shares2022-Q4: 127.4K shares2023-Q1: 123.4K shares2023-Q2: 123.6K shares2023-06-30
SCHE
SCHWAB STRATEGIC TR
3.57%670.4K$16.5M
+1.27%(+8.40K)
2022-Q3: 832.3K shares2022-Q4: 832.3K shares2023-Q1: 662.0K shares2023-Q2: 670.4K shares2023-06-30
IJR
ISHARES TR
3.13%145.4K$14.5M
+0.97%(+1.39K)
2022-Q3: 148.8K shares2022-Q4: 148.8K shares2023-Q1: 144.0K shares2023-Q2: 145.4K shares2023-06-30
HYG
ISHARES TR
2.85%176.0K$13.2M
+0.96%(+1.67K)
2022-Q3: 229.5K shares2022-Q4: 229.5K shares2023-Q1: 174.3K shares2023-Q2: 176.0K shares2023-06-30
SPDW
SPDR INDEX SHS FDS
2.48%353.2K$11.5M
-1.65%(-5.94K)
2022-Q3: 7.2K shares2022-Q4: 7.2K shares2023-Q1: 359.1K shares2023-Q2: 353.2K shares2023-06-30
EMB
ISHARES TR
2.39%127.9K$11.1M
+0.51%(+646)
2022-Q3: 163.3K shares2022-Q4: 163.3K shares2023-Q1: 127.2K shares2023-Q2: 127.9K shares2023-06-30
IWB
ISHARES TR
2.28%43.4K$10.6M
-0.54%(-235)
2022-Q3: 5.7K shares2022-Q4: 5.7K shares2023-Q1: 43.6K shares2023-Q2: 43.4K shares2023-06-30

Unlock alerts, watchlists & AI chat

Sign up free to track Timescale Financial, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all