Exchange Capital Management, Inc.
CIK 1317733 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- MSFT4.98%
- GOOGL3.16%
- VGT2.94%
- AMZN2.89%
- DDWM2.75%
- BRK.B2.52%
- IJR2.47%
- CRM2.16%
- BLK2.02%
- MDY2.02%
Share classes counted separately27.91%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $27.73M | 4.98% | 73.73K shares | — | ↗▾ | |
| 02 | GOOGLALPHABET INC-CL ACL A View history and evidence | $17.61M | 3.16% | 126.08K shares | — | ↗▾ | |
| 03 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $16.38M | 2.94% | 33.84K shares | — | ↗▾ | |
| 04 | AMZNAMAZON.COM INC View history and evidence | $16.13M | 2.89% | 106.14K shares | — | ↗▾ | |
| 05 | DDWMWISDOMTREE DY INTER EQ FD-USCURRNCY INT EQ View history and evidence | $15.35M | 2.75% | 476.87K shares | — | ↗▾ | |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $14.05M | 2.52% | 39.41K shares | — | ↗▾ | |
| 07 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $13.75M | 2.47% | 126.98K shares | — | ↗▾ | |
| 08 | CRMSALESFORCE INC View history and evidence | $12.03M | 2.16% | 45.73K shares | — | ↗▾ | |
| 09 | BLKBLACKROCK INC View history and evidence | $11.27M | 2.02% | 13.88K shares | — | ↗▾ | |
| 10 | MDYSTATE STREET SPDR S&P MIDCAPUTSER1 S&PDCRP View history and evidence | $11.24M | 2.02% | 22.15K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 46138J866 Invesco BulletShares 2023 Corp Bd ETF | Non-derivative | — | — | SEC filing ↗ | |
| 46434VAX8 iShares iBonds Dec 2023 Term Corporate | Non-derivative | — | — | SEC filing ↗ | |
| D DOMINION ENERGY INC | Non-derivative | — | — | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1317733 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 8, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 557084402
}Research all 181 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.