SEVEN MILE ADVISORY
CIK 1987932 · Holdings on Jun 30, 2024 · First reported Aug 8, 2024
Top ten holdings
Q2 2024- SPY12.53%
- NVDA10.42%
- AAPL4.64%
- MSFT4.47%
- VOO4.27%
- AMZN3.39%
- DFAE2.80%
- VGSH2.18%
- VCIT2.13%
- SNAP2.10%
Share classes counted separately48.93%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +2.61 pp7.81% → 10.42%Shares +103.28K (+906.80%)
- SNAPWeight increased · +0.76 pp1.34% → 2.10%Shares +18.18K (+11.83%)
- AMZNWeight decreased · -0.40 pp3.79% → 3.39%Shares -3.81K (-13.77%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $17.05M | 12.53% | 31.32K shares | 12.47% → 12.53%+0.06 pp -102 (-0.32%) | Reduced | ↗▾ |
| 02 | NVDANVIDIA CORPStock View history and evidence | $14.17M | 10.42% | 114.67K shares | 7.81% → 10.42%+2.61 pp +103.28K (+906.80%) | Added | ↗▾ |
| 03 | AAPLAPPLE INCStock View history and evidence | $6.31M | 4.64% | 29.97K shares | 4.49% → 4.64%+0.15 pp -4.54K (-13.14%) | Reduced | ↗▾ |
| 04 | MSFTMICROSOFT CORPStock View history and evidence | $6.08M | 4.47% | 13.59K shares | 4.56% → 4.47%-0.09 pp -688 (-4.82%) | Reduced | ↗▾ |
| 05 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $5.81M | 4.27% | 11.61K shares | 4.19% → 4.27%+0.08 pp +117 (+1.02%) | Added | ↗▾ |
| 06 | AMZNAMAZON.COM INCStock View history and evidence | $4.62M | 3.39% | 23.88K shares | 3.79% → 3.39%-0.40 pp -3.81K (-13.77%) | Reduced | ↗▾ |
| 07 | DFAEDIMENSIONAL EMERGING CORE EQETF View history and evidence | $3.81M | 2.80% | 147.28K shares | 2.71% → 2.80%+0.09 pp +2.87K (+1.99%) | Added | ↗▾ |
| 08 | VGSHVANGUARD SHORT-TERM TREASURYETF View history and evidence | $2.96M | 2.18% | 51.08K shares | 2.28% → 2.18%-0.10 pp -666 (-1.29%) | Reduced | ↗▾ |
| 09 | VCITVANGUARD INT-TERM CORPORATEETF View history and evidence | $2.89M | 2.13% | 36.20K shares | 2.24% → 2.13%-0.11 pp -477 (-1.30%) | Reduced | ↗▾ |
| 10 | SNAPSNAP INC - AStock View history and evidence | $2.85M | 2.10% | 171.84K shares | 1.34% → 2.10%+0.76 pp +18.18K (+11.83%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IBM INTL BUSINESS MACHINES CORP | Non-derivative | -1,938 | -$370.14K | SEC filing ↗ | SEC filing ↗ |
| COP CONOCOPHILLIPS | Non-derivative | -2,818 | -$358.68K | SEC filing ↗ | SEC filing ↗ |
| DIA SS SPDR DOW JONES INDUS AVG | Non-derivative | -827 | -$329.05K | SEC filing ↗ | SEC filing ↗ |
3 / 14 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 1987932 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 135993051
}Research all 154 reported holdings.
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