Midwest Capital Advisors, LLC
CIK 2026480 · Holdings on Dec 31, 2024 · First reported Feb 4, 2025
Top ten holdings
Q4 2024- SCHG21.43%
- QUAL11.05%
- DYNF10.36%
- EMXC4.84%
- SPMB4.25%
- IYW4.24%
- SCHZ3.75%
- USTB3.38%
- BINC3.17%
- MTUM2.74%
Share classes counted separately69.21%
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 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $29.31M | 21.43% | 1.05M shares | Prior unavailable — | — | ↗▾ |
| 02 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $15.12M | 11.05% | 84.89K shares | Prior unavailable — | — | ↗▾ |
| 03 | DYNFISHRS US E F R A ETF-USD INCUS EQT FACTOR View history and evidence | $14.17M | 10.36% | 276.56K shares | Prior unavailable — | — | ↗▾ |
| 04 | EMXCISHARES MSCI EMR MRK EX CHNAMSCI EMRG CHN View history and evidence | $6.62M | 4.84% | 119.46K shares | Prior unavailable — | — | ↗▾ |
| 05 | SPMBSS SPDR P MORT BACK BOND ETFPORT MTG BK ETF View history and evidence | $5.81M | 4.25% | 269.52K shares | Prior unavailable — | — | ↗▾ |
| 06 | IYWISHARES USTECHNOLOGY ETFU.S. TECH ETF View history and evidence | $5.81M | 4.24% | 36.40K shares | Prior unavailable — | — | ↗▾ |
| 07 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $5.13M | 3.75% | 225.81K shares | Prior unavailable — | — | ↗▾ |
| 08 | USTBVICTORYSHARES SHORT-TERM BONSHORT TRM BD ETF View history and evidence | $4.62M | 3.38% | 92.02K shares | Prior unavailable — | — | ↗▾ |
| 09 | BINCISHARES FLEX I A ETF-USD INCFLEXIBLE INCOME View history and evidence | $4.34M | 3.17% | 83.35K shares | Prior unavailable — | — | ↗▾ |
| 10 | MTUMISHARES MSCI USA MOMENTUM FAMSCI USA MMENTM View history and evidence | $3.75M | 2.74% | 18.12K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2026480 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 136795159
}Research all 191 reported holdings.
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