Toews Corp adv 13F annual report
Toews Corp adv is an investment fund managing more than $606 billion ran by Yu Kim. There are currently 11 companies in Kim’s portfolio. The largest investments include Ishares Tr and Vanguard Index Fds, together worth $376 billion.
$606 billion Assets Under Management (AUM)
As of 12th July 2024, Toews Corp adv’s top holding is 5,515,737 shares of Ishares Tr currently worth over $263 billion and making up 43.4% of the portfolio value.
In addition, the fund holds 228,188 shares of Vanguard Index Fds worth $113 billion.
The third-largest holding is Spdr Ser Tr worth $105 billion and the next is Spdr Ser Tr worth $53 billion, with 2,280,100 shares owned.
Currently, Toews Corp adv's portfolio is worth at least $606 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Toews Corp adv
The Toews Corp adv office and employees reside in Northfield, New Jersey. According to the last 13-F report filed with the SEC, Yu Kim serves as the Chief Compliance Officer at Toews Corp adv.
Recent trades
In the most recent 13F filing, Toews Corp adv revealed that it had opened a new position in
Spdr Ser Tr and bought 2,280,100 shares worth $53 billion.
The investment fund also strengthened its position in Ishares Tr by buying
983,598 additional shares.
This makes their stake in Ishares Tr total 5,515,737 shares worth $263 billion.
On the other hand, there are companies that Toews Corp adv is getting rid of from its portfolio.
Toews Corp adv closed its position in VanEck ETF Trust on 19th July 2024.
It sold the previously owned 182,300 shares for $5.29 billion.
Yu Kim also disclosed a decreased stake in Vanguard Index Fds by approximately 0.1%.
This leaves the value of the investment at $113 billion and 228,188 shares.
One of the average hedge funds
The two most similar investment funds to Toews Corp adv are Hhm Wealth Advisors and Strid. They manage $606 billion and $605 billion respectively.
The complete list of Toews Corp adv trades based on 13F SEC filings
These positions were updated on July 19th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
21.70%
5,515,737
|
$262,585,826,000 | 43.36% |
| Vanguard Index Fds |
3.66%
228,188
|
$113,179,299,000 | 18.69% |
| Spdr Ser Tr |
65.95%
1,112,000
|
$104,828,240,000 | 17.31% |
| Spdr Ser Tr |
Opened
2,280,100
|
$52,966,723,000 | 8.75% |
| Vanguard Tax-managed Fds |
21.31%
981,666
|
$48,513,922,000 | 8.01% |
| Dbx Etf Tr |
34.50%
196,500
|
$6,967,890,000 | 1.15% |
| Ishares Tr |
Opened
264,500
|
$6,927,255,000 | 1.14% |
| VanEck ETF Trust |
Closed
182,300
|
$5,290,346,000 | |
| Spdr Ser Tr |
Closed
204,400
|
$5,154,968,000 | |
| Vanguard Bd Index Fds |
93.38%
69,274
|
$4,991,181,000 | 0.82% |
| Blackrock Etf Trust Ii |
7.89%
38,500
|
$1,999,690,000 | 0.33% |
| Janus Detroit Str Tr |
8.12%
39,234
|
$1,996,226,000 | 0.33% |
| Northern Lights Fd Tr |
No change
19,266
|
$612,263,000 | 0.10% |
| No transactions found | |||
| Showing first 500 out of 13 holdings | |||
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