New Perspectives

New Perspectives as of Dec. 31, 2022

Portfolio Holdings for New Perspectives

New Perspectives holds 22 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 27.7 $36M 803k 44.98
Wisdomtree Tr Floatng Rat Trea (USFR) 16.8 $22M 436k 50.27
Ishares Tr Core Msci Eafe (IEFA) 14.3 $19M 302k 61.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 12.0 $16M 59k 266.28
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.3 $9.6M 225k 42.50
Ishares Tr Russell 2000 Etf (IWM) 6.8 $8.9M 51k 174.36
Vanguard Specialized Funds Div App Etf (VIG) 5.4 $7.1M 47k 151.85
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $2.2M 11k 203.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $2.2M 57k 38.98
Apple (AAPL) 1.1 $1.5M 11k 129.93
Wisdomtree Tr Us Smallcap Fund (EES) 1.1 $1.4M 33k 42.59
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $1.1M 22k 50.14
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $937k 2.00 468711.00
EastGroup Properties (EGP) 0.5 $608k 4.1k 148.05
Vanguard World Fds Health Car Etf (VHT) 0.4 $579k 2.3k 248.05
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $406k 3.1k 132.86
Vanguard Index Fds Growth Etf (VUG) 0.3 $389k 1.8k 213.11
Union Pacific Corporation (UNP) 0.2 $258k 1.2k 207.07
Vanguard Index Fds Value Etf (VTV) 0.2 $250k 1.8k 140.37
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $245k 8.2k 29.69
Amgen (AMGN) 0.2 $242k 920.00 262.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $227k 1.1k 214.24