DMC Group, LLC
CIK 1893403 · Holdings on Dec 31, 2023 · First reported Jan 10, 2024
Top ten holdings
Q4 2023- AAPL9.64%
- AGG4.88%
- MSFT2.93%
- IGSB2.11%
- IGIB1.98%
- BKLN1.96%
- AMZN1.89%
- TIP1.87%
- UCB1.67%
- META1.66%
Share classes counted separately30.59%
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 | AAPLAPPLE INCStock View history and evidence | $10.20M | 9.64% | 52.97K shares | — | ↗▾ | |
| 02 | AGGISHARES CORE U.S. AGGREGATEETF View history and evidence | $5.17M | 4.88% | 52.05K shares | — | ↗▾ | |
| 03 | MSFTMICROSOFT CORPStock View history and evidence | $3.10M | 2.93% | 8.23K shares | — | ↗▾ | |
| 04 | IGSBISHARES 1-5Y INV GRADE CORPETF View history and evidence | $2.23M | 2.11% | 43.45K shares | — | ↗▾ | |
| 05 | IGIBISHARES 5-10Y INV GRADE CORPETF View history and evidence | $2.09M | 1.98% | 40.27K shares | — | ↗▾ | |
| 06 | BKLNINVESCO SENIOR LOAN ETFETF View history and evidence | $2.07M | 1.96% | 97.88K shares | — | ↗▾ | |
| 07 | AMZNAMAZON.COM INCStock View history and evidence | $2.00M | 1.89% | 13.18K shares | — | ↗▾ | |
| 08 | TIPISHARES TIPS BOND ETFETF View history and evidence | $1.98M | 1.87% | 18.42K shares | — | ↗▾ | |
| 09 | UCBUNITED COMMUNITY BANKS/GAStock View history and evidence | $1.77M | 1.67% | 60.53K shares | — | ↗▾ | |
| 10 | METAMETA PLATFORMS INC-CLASS AStock View history and evidence | $1.76M | 1.66% | 4.96K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| JNJ JOHNSON & JOHNSON | Non-derivative | — | — | SEC filing ↗ | |
| SGOV ISHARES 0-3 MONTH TREASURY B | Non-derivative | — | — | SEC filing ↗ | |
| KO COCA-COLA CO/THE | Non-derivative | — | — | SEC filing ↗ |
3 / 7 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 1893403 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Jan 10, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 105763514
}Research all 123 reported holdings.
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