13F Filings History of Shone Asset Management LLC

Latest 13F report
Q4 2020 - 20 Jan 2021
Value $
$128,715,000
Signature - Title
Mark Shone - Owner & Chief Compliance Officer
Location
Walnut Creek, CA
Summary
This page shows a list of all the recent 13F filings made by Shone Asset Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shone Asset Management LLC reported 41 stock holdings with total value $128,715,000 as of Q4 2020. Top holdings included SPYG, AVUV, IQDF, QDF, and VIGI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2020 41 $128,715,000 +$12,563,279 -$871,115 +$11,692,164 SPYG, AVUV, IQDF, QDF, VIGI 13F-HR 19 Jan 2021, 21:16
Q3 2020 37 $112,092,000 +$6,540,765 -$644,774 +$5,895,991 SPYG, QDF, AVUV, RAVI, IQDF 13F-HR 20 Oct 2020, 16:46
Q2 2020 36 $100,973,000 +$8,732,681 -$3,190,592 +$5,542,089 SPYG, RAVI, IQDF, QDF, IWF 13F-HR 30 Jul 2020, 21:50
Q1 2020 32 $84,007,000 $0 $0 $0 SPYG, RAVI, QDF, IQDF, IWF 13F-HR 29 Apr 2020, 14:21