• 13F History

DeGreen Capital Management LLC

13F Filings History

Latest 13F report
Q3 2021 - Oct 5, 2021
Value $
$301M
Signature - Title
Donald R Ebey Jr - VP Operation
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by DeGreen Capital Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DeGreen Capital Management LLC reported 21 stock holdings with total value $301M as of Q3 2021. Top holdings included IVV, VMBS, QQQ, VOO, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2021 21 $301M +$25.9M -$19.7M +$6.25M IVV, VMBS, QQQ, VOO, VEA 13F-HR 10/5/2021, 12:31 PM
Q2 2021 22 $298M +$7.7M -$4.68M +$3.02M IVV, QQQ, VMBS, VOO, VEA 13F-HR 7/15/2021, 03:12 PM
Q1 2021 0 $0 $0 $0 13F-HR 4/5/2021, 09:50 AM
Q4 2020 13 $190M IVV, QQQ, VMBS, VEU, XSOE 13F-HR 1/5/2021, 10:25 AM
Q3 2020 22 $226M +$14.7M -$1.8M +$12.9M IVV, VOO, QQQ, VEA, VMBS 13F-HR 10/9/2020, 10:52 AM
Q2 2020 23 $209M +$27.6M -$24.1M +$3.42M IVV, VOO, VEA, QQQ, VMBS 13F-HR 7/13/2020, 11:37 AM
Q1 2020 22 $181M +$52.3M -$21M +$31.3M IVV, VOO, VEA, XSOE, FLOT 13F-HR 4/13/2020, 11:56 AM
Q4 2019 19 $203M +$4.18M -$1.76M +$2.42M VOO, VEA, VWO, SCHX, FLOT 13F-HR 1/6/2020, 09:36 AM
Q3 2019 20 $191M +$13.8M -$299M -$286M VOO, VEA, SCHX, VWO, FLOT 13F-HR 10/2/2019, 09:45 AM
Q2 2019 19 $167M +$8.39M -$7.88M +$510K VWO, FLOT, VOO, SCHX, VMBS 13F-HR 7/9/2019, 09:31 AM
Q1 2019 20 $194M VEA, FLOT, VOO, VWO, SCHX 13F-HR 4/11/2019, 11:04 AM
Q4 2018 0 13F-HR 1/8/2019, 10:50 AM
Q3 2018 15 $213M +$30.2M -$4.88M +$25.4M VEA, VOO, FLOT, IJH, XSOE 13F-HR 10/25/2018, 02:51 PM
Q2 2018 16 $212M +$10.4M -$3.2M +$7.15M VEA, FLOT, VOO, IJH, IJR 13F-HR 7/17/2018, 01:51 PM
Q1 2018 16 $212M +$57M -$3.85M +$53.1M VEA, FLOT, VOO, IJH, VWO 13F-HR 4/13/2018, 10:49 AM
Q4 2017 19 $213M +$15.3M -$9.5M +$5.81M VEA, VOO, IFGL, IJH, FLOT 13F-HR 4/13/2018, 11:23 AM
Q3 2017 18 $199M +$23.3M -$3.02M +$20.3M VEA, VOO, FLOT, IFGL, IGSB 13F-HR 4/13/2018, 10:41 AM
Q2 2017 22 $196M +$32M -$767K +$31.2M VEA, VOO, FLOT, IGSB, IFGL 13F-HR 4/13/2018, 10:36 AM
Q1 2017 17 $162M +$34.1M -$292K +$33.8M VOO, VEA, FLOT, IGSB, IFGL Restatement 4/13/2018, 11:36 AM
Q4 2016 18 $152M +$35.1M -$8.53M +$26.5M VOO, VEA, FLOT, IGSB, IJH 13F-HR 4/13/2018, 10:28 AM
Q3 2016 14 $134M +$14.7M -$89.6M -$74.9M VEA, VOO, IJH, DBEU, FLOT Restatement 4/16/2018, 09:38 AM
Q2 2016 14 $115M +$15.2M -$6.7M +$8.55M VEA, VOO, IJH, DBEU, IGSB 13F-HR 4/13/2018, 10:14 AM
Q1 2016 16 $115M +$115M +$115M VEA, VOO, IJH, DBEU, IJR 13F-HR 4/13/2018, 10:08 AM
Q4 2015 9 $107M QQQXXXX, DIA, XLK, DXJ, HEDJ 13F-HR 4/13/2018, 10:02 AM
Q4 2013 10 $122M SPY, QQQXXXX, DIA, XLY, EWG 13F-HR 4/12/2018, 01:23 PM