StockDriftsStockDriftsTop 50 Timescale Financial, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 24.28% | 252.3K | $112.5M | -0.26%(-651) | — | 2023-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 19.41% | 2.52M | $89.9M | +0.09%(+2.19K) | — | 2023-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 8.43% | 537.9K | $39.1M | +0.42%(+2.26K) | — | 2023-06-30 | |
| IJH | ISHARES TR | 6.98% | 123.6K | $32.3M | +0.17%(+204) | — | 2023-06-30 | |
| SCHE | SCHWAB STRATEGIC TR | 3.57% | 670.4K | $16.5M | +1.27%(+8.40K) | — | 2023-06-30 | |
| IJR | ISHARES TR | 3.13% | 145.4K | $14.5M | +0.97%(+1.39K) | — | 2023-06-30 | |
| HYG | ISHARES TR | 2.85% | 176.0K | $13.2M | +0.96%(+1.67K) | — | 2023-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.48% | 353.2K | $11.5M | -1.65%(-5.94K) | — | 2023-06-30 | |
| EMB | ISHARES TR | 2.39% | 127.9K | $11.1M | +0.51%(+646) | — | 2023-06-30 | |
| IWB | ISHARES TR | 2.28% | 43.4K | $10.6M | -0.54%(-235) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Timescale Financial, Inc. reports $463.17M in US-listed equity holdings across 628 positions in its most recent 13F filing. Its largest disclosed positions are IVV (24.3%), SCHF (19.4%) and SCHD (8.4%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Timescale Financial, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1765054). View Timescale Financial, Inc.’s 13F filings on SEC