Corundum Group, Inc.
CIK 1486083 · Holdings on Dec 31, 2023 · First reported Jan 24, 2024
Top ten holdings
Q4 2023- IWF12.06%
- IWD10.09%
- MMM5.20%
- EFA4.25%
- SPYM3.90%
- IWO3.76%
- IWN3.51%
- SUSA3.42%
- MSFT3.42%
- AAPL3.35%
Share classes counted separately52.96%
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 | IWFISHARES RUSSELL 1000 GROWTHCS View history and evidence | $24.04M | 12.06% | 79.31K shares | — | ↗▾ | |
| 02 | IWDISHARES RUSSELL 1000 VALUE ECS View history and evidence | $20.12M | 10.09% | 121.77K shares | — | ↗▾ | |
| 03 | MMM3M COCS View history and evidence | $10.37M | 5.20% | 94.82K shares | — | ↗▾ | |
| 04 | EFAISHARES MSCI EAFE ETFCS View history and evidence | $8.48M | 4.25% | 112.51K shares | — | ↗▾ | |
| 05 | SPYMSTE STR SPDR PT S&P 500 ETFCS View history and evidence | $7.77M | 3.90% | 139.02K shares | — | ↗▾ | |
| 06 | IWOISHARES RUSSELL 2000 GROWTHCS View history and evidence | $7.50M | 3.76% | 29.72K shares | — | ↗▾ | |
| 07 | IWNISHARES RUSSELL 2000 VALUE ECS View history and evidence | $7.00M | 3.51% | 45.09K shares | — | ↗▾ | |
| 08 | SUSAISHARES ESG OPTIMIZED MSCI UCS View history and evidence | $6.82M | 3.42% | 67.89K shares | — | ↗▾ | |
| 09 | MSFTMICROSOFT CORPCS View history and evidence | $6.82M | 3.42% | 18.14K shares | — | ↗▾ | |
| 10 | AAPLAPPLE INCCS View history and evidence | $6.68M | 3.35% | 34.69K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MDT MEDTRONIC PLC | Non-derivative | — | — | SEC filing ↗ | |
| PEP PEPSICO INC | Non-derivative | — | — | SEC filing ↗ | |
| DIVO AMPLIFY CWP ENHAN DIVID ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 13 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 1486083 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 24, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 199448790
}Research all 100 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.