• 13F History

20/20 Capital Management, Inc.

13F Filings History

Latest 13F report
Q2 2021 - Jul 12, 2021
Value $
$386M
Signature - Title
Robert Roche - CCO
Location
Costa Mesa, CA
Summary
This page shows a list of all the recent 13F filings made by 20/20 Capital Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 20/20 Capital Management, Inc. reported 167 stock holdings with total value $386M as of Q2 2021. Top holdings included QUAL, IVV, VIG, NOBL, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2021 167 $386M +$26.7M -$6.83M +$19.9M QUAL, IVV, VIG, NOBL, SPY 13F-HR 7/12/2021, 12:51 PM
Q1 2021 154 $345M +$25.3M -$27.3M -$1.94M IVV, QUAL, VIG, NOBL, SPTS 13F-HR 5/12/2021, 12:54 PM
Q4 2020 159 $340M +$120M -$57.6M +$62.7M IVV, QUAL, VIG, SPTS, NOBL 13F-HR 2/3/2021, 12:05 PM
Q3 2020 148 $265M +$20.2M -$5.94M +$14.3M IVV, SPTS, MTUM, JPST, QUAL 13F-HR 11/3/2020, 12:10 PM
Q2 2020 137 $252M +$54.8M -$41.3M +$13.6M IVV, SPTS, MTUM, JPST, SPY 13F-HR 8/10/2020, 01:09 PM
Q1 2020 126 $208M +$17M -$7.58M +$9.41M MTUM, QUAL, EPS, JPST, XMLV 13F-HR 5/8/2020, 05:10 PM
Q4 2019 139 $246M MTUM, EPS, QUAL, JPST, XMLV 13F-HR 2/10/2020, 11:31 AM