New Perspectives

New Perspectives as of March 31, 2022

Portfolio Holdings for New Perspectives

New Perspectives holds 23 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 28.3 $39M 739k 53.13
Wisdomtree Tr Floatng Rat Trea (USFR) 15.1 $21M 417k 50.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 14.0 $20M 54k 362.53
Ishares Tr Core Msci Eafe (IEFA) 12.6 $18M 251k 69.51
Ishares Tr Russell 2000 Etf (IWM) 7.2 $10M 49k 205.26
Spdr Ser Tr Portfolio S&p400 (SPMD) 6.2 $8.6M 182k 47.16
Vanguard Specialized Funds Div App Etf (VIG) 5.2 $7.2M 45k 162.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $3.6M 78k 46.13
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $2.4M 10k 237.88
Sanderson Farms 1.7 $2.4M 13k 187.45
Apple (AAPL) 1.5 $2.1M 12k 174.59
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $1.1M 2.00 529000.00
EastGroup Properties (EGP) 0.6 $833k 4.1k 203.22
Vanguard World Fds Health Car Etf (VHT) 0.5 $644k 2.5k 254.34
Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $643k 3.9k 165.59
Vanguard Index Fds Growth Etf (VUG) 0.4 $523k 1.8k 287.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $290k 5.0k 57.53
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $281k 8.2k 34.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $266k 958.00 277.66
Ishares Tr Ibonds Dec2022 0.2 $259k 10k 25.90
Vanguard Index Fds Value Etf (VTV) 0.2 $230k 1.6k 148.10
Microsoft Corporation (MSFT) 0.2 $211k 684.00 308.48
Cadence Bank (CADE) 0.2 $210k 7.2k 29.23