New Perspectives

New Perspectives as of Sept. 30, 2022

Portfolio Holdings for New Perspectives

New Perspectives holds 20 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 27.6 $32M 764k 41.99
Wisdomtree Tr Floatng Rat Trea (USFR) 17.2 $20M 399k 50.28
Ishares Tr Core Msci Eafe (IEFA) 13.0 $15M 287k 52.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 12.9 $15M 56k 267.26
Ishares Tr Russell 2000 Etf (IWM) 7.9 $9.2M 56k 164.92
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.1 $8.2M 213k 38.56
Vanguard Specialized Funds Div App Etf (VIG) 5.4 $6.3M 47k 135.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $2.7M 75k 36.49
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $1.9M 10k 187.94
Apple (AAPL) 1.3 $1.6M 11k 138.23
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $813k 2.00 406500.00
EastGroup Properties (EGP) 0.5 $592k 4.1k 144.21
Vanguard World Fds Health Car Etf (VHT) 0.5 $544k 2.4k 223.68
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $399k 3.1k 127.19
Vanguard Index Fds Growth Etf (VUG) 0.3 $389k 1.8k 213.85
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $303k 6.8k 44.34
Ishares Tr Ibonds Dec2022 0.2 $259k 10k 25.90
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $213k 8.3k 25.76
Microsoft Corporation (MSFT) 0.2 $209k 896.00 233.26
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $202k 958.00 210.86