account_balance
Investment manager · 13F filer · SEC CIK 1536430
Hengehold Capital Management LLC
Reported value$1.29Bas of Jun 30, 2026
Positions229 25 new, 8 sold out
Top 10 weight49.6%SCHB alone is 17%
FiledJul 1616 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SCHBSchwab Strategic Tr
17.2%
PGProcter & Gamble Co
4.7%Trimmed −6%
SPYState STR SPDR S&P 500 ETF T
4.5%Added +5%
MGKVanguard World Fd
4.1%Added +406%
CWISPDR Index SHS FDS
3.8%Added +2%
IVViShares Tr
3.3%Added +13%
BSCVInvesco Exch TRD SLF Idx Fd
3.0%Added +7%
BSCWInvesco Exch TRD SLF Idx Fd
3.0%
IBDTiShares Tr
3.0%Added +6%
BSCUInvesco Exch TRD SLF Idx Fd
3.0%Added +6%
IEMGiShares Inc
2.6%Added +6%
IWMiShares Tr
2.3%Added +3%
SCHBSchwab Strategic Tr
17.2%
MGK4.1%
CWI3.8%
IVV3.3%
BSCV3.0%
BSCW3.0%
IBDT3.0%
BSCU3.0%
IEMG2.6%
IWM2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHB Schwab Strategic Tr 17.2% Held
PG Procter & Gamble Co 4.7% Trimmed −6%SPY State STR SPDR S&P 500 ETF T 4.5% Added +5%MGK Vanguard World Fd 4.1% Added +406%
CWI SPDR Index SHS FDS 3.8% Added +2%
IVV iShares Tr 3.3% Added +13%
BSCV Invesco Exch TRD SLF Idx Fd 3.0% Added +7%
BSCW Invesco Exch TRD SLF Idx Fd 3.0% Held
IBDT iShares Tr 3.0% Added +6%
BSCU Invesco Exch TRD SLF Idx Fd 3.0% Added +6%
IEMG iShares Inc 2.6% Added +6%
IWM iShares Tr 2.3% Added +3%
What changed