DeGreen Capital Management LLC

Q3 2021 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    21

  • Value ($000)

    $301,399

  • Date Filed
    10/05/2021
  • Form type
    13F-HR
  • CIK
    0001536333
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

SPDR State Street Global

UNIT SER I
464287200
$59.62M
20 %

138,389

---

Vanguard

UNIT SER I
92206C771
$28.87M
10 %

541,746

N
NDQ

SPDR State Street Global

UNIT SER I
46090E103
$28.35M
9 %

79,201

V
VOO

Deutsche Asset Management

UNIT SER I
922908363
$23.75M
8 %

60,211

V
VEA

Vanguard

UNIT SER I
921943858
$22.17M
7 %

439,075

X
XSOE

WisdomTree

UNIT SER I
97717X578
$21.25M
7 %

569,369

K
KRE

SPDR State Street Global

UNIT SER I
78464A375
$19.11M
6 %

523,267

I
IEI

Schwab

UNIT SER I
464288661
$18.94M
6 %

145,491

M
MNA

Power Shares

UNIT SER I
45409B800
$17.79M
6 %

541,143

I
IJH

SPDR State Street Global

UNIT SER I
464287507
$13.50M
5 %

51,316

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