13F-HR filed by New Perspectives, Inc
New Perspectives, Inc filed this 13F-HR for the quarter ended 2022-09-30, filed 2023-01-24, with 20 holding rows worth $116,154,000.
- Accession
- 0001909565-23-000002
- Filer
- CIK 1909565
- Filed
- 2023-01-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 20 entries on the cover page, a total value of $116,154,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $116,154,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-21670. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 764,433 | $32,099,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 398,469 | $20,035,000 | thousands, detected and multiplied | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 287,048 | $15,119,000 | thousands, detected and multiplied | |
| INVESCO QQQ TR | 46090E103 | COM | 55,957 | $14,955,000 | thousands, detected and multiplied | |
| iShares Russell 2000 ETF | 464287655 | SHS | 55,888 | $9,217,000 | thousands, detected and multiplied | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 213,391 | $8,228,000 | thousands, detected and multiplied | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 46,796 | $6,325,000 | thousands, detected and multiplied | |
| VWO | 922042858 | SHS | 75,318 | $2,748,000 | thousands, detected and multiplied | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 10,317 | $1,939,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 11,329 | $1,566,000 | thousands, detected and multiplied | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $813,000 | thousands, detected and multiplied | |
| EASTGROUP PPTYS INC | 277276101 | COM | 4,105 | $592,000 | thousands, detected and multiplied | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 2,432 | $544,000 | thousands, detected and multiplied | |
| Vanguard Extended Market ETF | 922908652 | SHS | 3,137 | $399,000 | thousands, detected and multiplied | |
| Vanguard Growth | 922908736 | COM | 1,819 | $389,000 | thousands, detected and multiplied | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 6,833 | $303,000 | thousands, detected and multiplied | |
| ISHARES TR | 46435G755 | IBONDS DEC2022 | 10,000 | $259,000 | thousands, detected and multiplied | |
| SPDW | 78463X889 | COM | 8,270 | $213,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 896 | $209,000 | thousands, detected and multiplied | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 958 | $202,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001909565-23-000002 | this filing | 2023-01-24 | acceptance time not in the bulk data set |