Diversified Enterprises, LLC
CIK 2037264 · Holdings on Sep 30, 2024 · First reported Nov 14, 2024
Top ten holdings
Q3 2024- SCHX29.54%
- SCHD11.22%
- IWM7.43%
- IVV5.55%
- XLC5.32%
- SMH3.90%
- XSVN3.86%
- JPIE3.16%
- QQQM1.96%
- AAPL1.57%
Share classes counted separately73.51%
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 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $269.14M | 29.54% | 3.97M shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $102.25M | 11.22% | 1.21M shares | Prior unavailable — | — | ↗▾ |
| 03 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $67.71M | 7.43% | 306.52K shares | Prior unavailable — | — | ↗▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $50.55M | 5.55% | 87.64K shares | Prior unavailable — | — | ↗▾ |
| 05 | XLCSS COMM SELECT SECTOR SPDRCOMMUNICATION View history and evidence | $48.49M | 5.32% | 536.44K shares | Prior unavailable — | — | ↗▾ |
| 06 | SMHVANECK SEMICONDUCTOR ETFSEMICONDUCTR ETF View history and evidence | $35.53M | 3.90% | 144.74K shares | Prior unavailable — | — | ↗▾ |
| 07 | XSVNBONDBLOXX BBG 7 YR US TREASBLOOMBERG SEVEN View history and evidence | $35.16M | 3.86% | 716.62K shares | Prior unavailable — | — | ↗▾ |
| 08 | JPIEJPMORGAN INCOME ETFINCOME ETF View history and evidence | $28.77M | 3.16% | 620.21K shares | Prior unavailable — | — | ↗▾ |
| 09 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $17.85M | 1.96% | 88.89K shares | Prior unavailable — | — | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $14.26M | 1.57% | 61.21K 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 2037264 · Period Sep 30, 2024
Data loaded Oct 15, 2026 · First reported Nov 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 910971637
}Research all 229 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.