New Perspectives

New Perspectives as of Dec. 31, 2021

Portfolio Holdings for New Perspectives

New Perspectives holds 23 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 28.2 $40M 714k 55.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 14.6 $21M 52k 397.84
Wisdomtree Tr Floatng Rat Trea 14.3 $20M 807k 25.09
Ishares Tr Core Msci Eafe (IEFA) 12.4 $18M 236k 74.64
Ishares Tr Russell 2000 Etf (IWM) 7.2 $10M 46k 222.45
Spdr Ser Tr Portfolio S&p400 (SPMD) 5.8 $8.2M 165k 49.74
Vanguard Specialized Funds Div App Etf (VIG) 5.4 $7.7M 45k 171.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $4.1M 83k 49.46
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $2.6M 10k 254.81
Sanderson Farms 1.7 $2.4M 13k 191.08
Apple (AAPL) 1.4 $2.0M 11k 177.53
EastGroup Properties (EGP) 0.7 $933k 4.1k 227.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $901k 2.00 450500.00
Vanguard World Fds Health Car Etf (VHT) 0.6 $778k 2.9k 266.26
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $765k 4.2k 182.75
Vanguard Index Fds Growth Etf (VUG) 0.4 $584k 1.8k 321.06
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $337k 9.2k 36.50
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $309k 5.0k 61.31
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $293k 958.00 305.85
Ishares Tr Ibonds Dec2022 0.2 $261k 10k 26.10
Microsoft Corporation (MSFT) 0.2 $234k 697.00 335.72
Vanguard Index Fds Value Etf (VTV) 0.2 $228k 1.6k 146.81
Cadence Bank (CADE) 0.2 $214k 7.2k 29.79