Hyperion Partners, LLC
CIK 1971715 · Holdings on Dec 31, 2023 · First reported Jan 10, 2024
Top ten holdings
Q4 2023- SDY16.16%
- RWJ9.95%
- QQQ8.89%
- VXUS6.67%
- VOT6.22%
- JPIB5.54%
- BIV5.34%
- SPLV5.28%
- AAPL3.99%
- VBR3.91%
Share classes counted separately71.95%
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 | SDYSS SPDR S&P DIVIDEND ETFS&P DIVID ETF View history and evidence | $20.40M | 16.16% | 163.22K shares | — | ↗▾ | |
| 02 | RWJINVESCO S&P SMALLCAP 600S&P SMALLCAP 600 View history and evidence | $12.56M | 9.95% | 303.15K shares | — | ↗▾ | |
| 03 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $11.22M | 8.89% | 27.39K shares | — | ↗▾ | |
| 04 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $8.41M | 6.67% | 145.19K shares | — | ↗▾ | |
| 05 | VOTVNGRD MRNGSTR MC GRW ETF-USDMCAP GR IDXVIP View history and evidence | $7.85M | 6.22% | 35.75K shares | — | ↗▾ | |
| 06 | JPIBJPMORGAN INTL BND ETFINTL BD OPP ETF View history and evidence | $6.99M | 5.54% | 146.23K shares | — | ↗▾ | |
| 07 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $6.75M | 5.34% | 88.33K shares | — | ↗▾ | |
| 08 | SPLVINVESCO S&P 500 LOW VOLATILIS&P500 LOW VOL View history and evidence | $6.67M | 5.28% | 106.44K shares | — | ↗▾ | |
| 09 | AAPLAPPLE INC View history and evidence | $5.04M | 3.99% | 26.19K shares | — | ↗▾ | |
| 10 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $4.94M | 3.91% | 27.44K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SHYG ISHARES 0-5 YR HY CORP BOND | Non-derivative | — | — | SEC filing ↗ | |
| TJX TJX COMPANIES INC | Non-derivative | — | — | SEC filing ↗ |
2 / 2 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 1971715 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 10, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 126230372
}Research all 65 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.