$1.58 Billion is the total value of BALASA DINVERNO & FOLTZ LLC's 336 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 13.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Sell | DFA US Marketwide Value ETFus mktwide value | $226,106,000 | -6.6% | 7,636,123 | -0.3% | 14.27% | -6.2% | |
| IWF | Sell | iShares Russell 1000 Growth ETFrus 1000 grw etf | $120,526,000 | -5.4% | 572,843 | -1.7% | 7.61% | -5.1% |
| IVV | Sell | iShares Core S&P 500 ETFcore s&p 500 etf | $57,645,000 | -8.1% | 160,728 | -2.9% | 3.64% | -7.8% |
| GSIE | Sell | Goldman Sachs ActiveBeta International Equity ETFactivebeta int | $54,426,000 | -12.0% | 2,199,037 | -1.2% | 3.44% | -11.6% |
| IWD | Sell | iShares Russell 1000 Value ETFrus 1000 val etf | $52,128,000 | -8.2% | 383,319 | -2.1% | 3.29% | -7.8% |
| INTF | Sell | iShares Edge MSCI Multifactor Intl ETFintl eqty factor | $51,055,000 | -11.1% | 2,438,171 | -0.1% | 3.22% | -10.8% |
| Sell | DFA International Value ETFinternatnal val | $32,810,000 | -11.1% | 1,273,696 | -0.3% | 2.07% | -10.7% | |
| DFAT | Sell | DFA US Targeted Value ETFus targeted vlu | $31,085,000 | -10.6% | 797,666 | -7.7% | 1.96% | -10.2% |
| GSLC | Sell | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFactivebeta us lg | $23,648,000 | -10.2% | 332,983 | -5.3% | 1.49% | -9.8% |
| IWC | Sell | iShares Micro-Cap ETFmicro-cap etf | $10,454,000 | -5.4% | 101,113 | -4.8% | 0.66% | -5.0% |
| IWO | Sell | iShares Russell 2000 Growth ETFrus 2000 grw etf | $8,062,000 | -16.7% | 39,023 | -16.8% | 0.51% | -16.4% |
| JNJ | Sell | Johnson & Johnson | $6,675,000 | -8.5% | 40,860 | -0.5% | 0.42% | -8.3% |
| Sell | DFA World ex US Core Equity 2 ETFworld ex us core | $5,524,000 | -14.9% | 292,412 | -3.5% | 0.35% | -14.5% | |
| SPYV | Sell | SPDR Portfolio S&P 500 Value ETFprtflo s&p 500 vl | $5,457,000 | -12.0% | 158,232 | -6.0% | 0.34% | -11.8% |
| LRGF | Sell | iShares Edge MSCI Multifactor USA ETFus equity factr | $5,418,000 | -7.0% | 149,578 | -2.7% | 0.34% | -6.6% |
| LLY | Sell | Eli Lilly & Co. | $4,934,000 | -4.2% | 15,259 | -3.9% | 0.31% | -4.0% |
| MET | Sell | MetLife Inc. | $4,829,000 | -5.2% | 79,454 | -2.1% | 0.30% | -4.7% |
| ABBV | Sell | AbbVie Inc. | $3,904,000 | -20.2% | 29,085 | -9.0% | 0.25% | -20.1% |
| HD | Sell | Home Depot Inc. | $3,692,000 | -9.7% | 13,380 | -10.2% | 0.23% | -9.3% |
| PFE | Sell | Pfizer Inc. | $3,679,000 | -17.2% | 84,074 | -0.8% | 0.23% | -16.8% |
| PG | Sell | Procter & Gamble Co. | $3,550,000 | -12.4% | 28,116 | -0.2% | 0.22% | -12.2% |
| NVDA | Sell | Nvidia Corp. | $3,144,000 | -29.0% | 25,897 | -11.3% | 0.20% | -28.8% |
| PWR | Sell | Quanta Services Inc. | $3,077,000 | -0.2% | 24,153 | -1.8% | 0.19% | 0.0% |
| TGT | Sell | Target Corp. | $2,881,000 | -6.3% | 19,416 | -10.8% | 0.18% | -5.7% |
| BRKB | Sell | Berkshire Hathaway Inc. - Class Bcl b new | $2,743,000 | -9.2% | 10,271 | -7.1% | 0.17% | -8.9% |
| QSY | Sell | WisdomTree US Value Fundwisdomtree us va | $2,660,000 | -3.7% | 52,112 | -0.0% | 0.17% | -3.4% |
| KR | Sell | Kroger Co. | $2,628,000 | -8.1% | 60,058 | -0.6% | 0.17% | -7.8% |
| XOM | Sell | Exxon Mobil Corp. | $2,285,000 | -16.2% | 26,173 | -17.8% | 0.14% | -15.8% |
| SUB | Sell | iShares Short-Term National Muni Bond ETFshrt nat mun etf | $1,965,000 | -60.6% | 19,138 | -59.8% | 0.12% | -60.5% |
| MU | Sell | Micron Technology Inc. | $1,816,000 | -9.6% | 36,248 | -0.2% | 0.12% | -8.7% |
| ORCL | Sell | Oracle Corp. | $1,768,000 | -13.8% | 28,949 | -1.3% | 0.11% | -13.2% |
| ALL | Sell | Allstate Corp. | $1,736,000 | -5.8% | 13,944 | -4.1% | 0.11% | -5.2% |
| ANTM | Sell | Elevance Health Inc. | $1,686,000 | -6.7% | 3,711 | -0.9% | 0.11% | -7.0% |
| DVN | Sell | Devon Energy Corp. | $1,678,000 | -8.5% | 27,900 | -16.1% | 0.11% | -7.8% |
| FB | Sell | Meta Platforms Inc.cl a | $1,477,000 | -33.2% | 10,889 | -20.6% | 0.09% | -33.1% |
| BMY | Sell | Bristol-Myers Squibb Company | $1,426,000 | -16.3% | 20,065 | -9.3% | 0.09% | -15.9% |
| ADBE | Sell | Adobe Inc. | $1,395,000 | -41.9% | 5,069 | -22.7% | 0.09% | -41.7% |
| AMGN | Sell | Amgen Inc. | $1,310,000 | -14.1% | 5,812 | -7.3% | 0.08% | -13.5% |
| ALLY | Sell | Ally Financial Inc. | $1,278,000 | -18.9% | 45,928 | -2.3% | 0.08% | -18.2% |
| AN | Sell | AutoNation Inc. | $1,230,000 | -16.8% | 12,078 | -8.7% | 0.08% | -16.1% |
| RS | Sell | Reliance Steel & Aluminum Co. | $1,238,000 | +1.6% | 7,100 | -1.1% | 0.08% | +1.3% |
| WCC | Sell | Wesco International Inc. | $1,207,000 | +6.2% | 10,113 | -4.8% | 0.08% | +7.0% |
| ULTA | Sell | Ulta Beauty Inc. | $1,145,000 | -10.1% | 2,854 | -13.6% | 0.07% | -10.0% |
| CVX | Sell | ChevronTexaco Corp. | $1,133,000 | -13.4% | 7,886 | -12.7% | 0.07% | -12.2% |
| T | Sell | AT&T Inc. | $1,124,000 | -44.0% | 73,255 | -23.4% | 0.07% | -43.7% |
| PRU | Sell | Prudential Financial Inc. | $1,124,000 | -12.1% | 13,101 | -1.9% | 0.07% | -11.2% |
| AMD | Sell | Advanced Micro Devices Inc. | $1,131,000 | -24.2% | 17,850 | -8.6% | 0.07% | -24.5% |
| INTC | Sell | Intel Corp. | $1,075,000 | -40.4% | 41,702 | -13.5% | 0.07% | -39.8% |
| AVGO | Sell | Broadcom Ltd. | $1,040,000 | -10.1% | 2,343 | -1.6% | 0.07% | -9.6% |
| HPQ | Sell | HP Inc. | $1,035,000 | -44.4% | 41,521 | -26.9% | 0.06% | -44.4% |
| IDXX | Sell | IDEXX Laboratories Inc. | $1,013,000 | -8.9% | 3,108 | -2.0% | 0.06% | -8.6% |
| GNRC | Sell | Generac Holdings Inc. | $1,004,000 | -18.8% | 5,637 | -4.1% | 0.06% | -19.2% |
| LMT | Sell | Lockheed Martin Corp. | $969,000 | -16.5% | 2,509 | -7.0% | 0.06% | -16.4% |
| Sell | Apollo Global Management Inc. | $943,000 | -7.2% | 20,290 | -3.2% | 0.06% | -6.2% | |
| MRO | Sell | Marathon Oil Corp. | $921,000 | -23.0% | 40,776 | -23.4% | 0.06% | -22.7% |
| QCOM | Sell | Qualcomm Inc. | $880,000 | -13.9% | 7,789 | -2.6% | 0.06% | -12.5% |
| BG | Sell | Bunge Ltd. | $874,000 | -33.2% | 10,581 | -26.7% | 0.06% | -32.9% |
| ARW | Sell | Arrow Electronics Inc. | $873,000 | -28.6% | 9,473 | -13.2% | 0.06% | -28.6% |
| ARNC | Sell | Arconic Corp. | $863,000 | -40.3% | 50,629 | -1.8% | 0.05% | -40.7% |
| CMC | Sell | Commercial Metals Co. | $853,000 | +6.9% | 24,039 | -0.3% | 0.05% | +8.0% |
| COF | Sell | Capital One Financial Corp. | $847,000 | -15.9% | 9,187 | -5.0% | 0.05% | -15.9% |
| VZ | Sell | Verizon Communications Inc. | $811,000 | -29.0% | 21,347 | -5.2% | 0.05% | -29.2% |
| NKE | Sell | Nike Inc. - Class Bcl b | $804,000 | -19.8% | 9,668 | -1.4% | 0.05% | -19.0% |
| IWB | Sell | iShares Russell 1000 ETFrus 1000 etf | $810,000 | -7.3% | 4,104 | -2.4% | 0.05% | -7.3% |
| CWI | Sell | SPDR MSCI AWCI ex-US ETFmsci acwi exus | $779,000 | -10.9% | 36,747 | -0.0% | 0.05% | -10.9% |
| FAST | Sell | Fastenal Co. | $765,000 | -12.8% | 16,623 | -5.4% | 0.05% | -12.7% |
| MSCI | Sell | MSCI Inc. | $731,000 | +2.4% | 1,732 | -0.1% | 0.05% | +2.2% |
| EXC | Sell | Exelon Corp. | $727,000 | -38.2% | 19,398 | -25.2% | 0.05% | -37.8% |
| HON | Sell | Honeywell Intl Inc. | $694,000 | -5.4% | 4,156 | -1.6% | 0.04% | -4.3% |
| UTHR | Sell | United Therapeutics Corp. | $665,000 | -12.0% | 3,175 | -1.0% | 0.04% | -12.5% |
| COP | Sell | ConocoPhillips | $652,000 | +8.7% | 6,368 | -4.6% | 0.04% | +7.9% |
| NLOK | Sell | NortonLifeLock Inc. | $634,000 | -20.5% | 31,463 | -13.4% | 0.04% | -20.0% |
| UNP | Sell | Union Pacific Corp. | $613,000 | -10.1% | 3,146 | -1.7% | 0.04% | -9.3% |
| TSN | Sell | Tyson Foods Inc.cl a | $613,000 | -32.4% | 9,302 | -11.7% | 0.04% | -31.6% |
| VTV | Sell | Vanguard Value ETFvalue etf | $564,000 | -8.1% | 4,571 | -1.8% | 0.04% | -7.7% |
| RHI | Sell | Robert Half Intl Inc. | $571,000 | -6.2% | 7,466 | -8.3% | 0.04% | -5.3% |
| CL | Sell | Colgate-Palmolive Co. | $566,000 | -27.4% | 8,062 | -17.1% | 0.04% | -26.5% |
| EW | Sell | Edwards Lifesciences Corp. | $549,000 | -16.8% | 6,641 | -4.4% | 0.04% | -14.6% |
| MOS | Sell | Mosaic Co. | $541,000 | -6.1% | 11,204 | -8.1% | 0.03% | -5.6% |
| PM | Sell | Philip Morris International Inc. | $546,000 | -35.9% | 6,582 | -23.7% | 0.03% | -37.0% |
| DE | Sell | Deere & Co. | $521,000 | +8.3% | 1,561 | -2.7% | 0.03% | +10.0% |
| APH | Sell | Amphenol Corp.cl a | $511,000 | -1.5% | 7,628 | -5.4% | 0.03% | -3.0% |
| AVT | Sell | Avnet Inc. | $505,000 | -52.3% | 13,985 | -43.3% | 0.03% | -52.2% |
| CNXC | Sell | Concentrix Corp. | $500,000 | -21.0% | 4,478 | -4.0% | 0.03% | -20.0% |
| LPX | Sell | Louisiana Pacific Corp. | $479,000 | -49.2% | 9,360 | -48.0% | 0.03% | -49.2% |
| NRZ | Sell | Rithm Capital Corp. | $481,000 | -33.6% | 65,707 | -15.4% | 0.03% | -34.8% |
| AL | Sell | Air Lease Corp.cl a | $456,000 | -24.3% | 14,696 | -18.3% | 0.03% | -23.7% |
| ITW | Sell | Illinois Tool Works Inc. | $456,000 | -2.8% | 2,526 | -1.8% | 0.03% | 0.0% |
| TJX | Sell | TJX Companies Inc. | $458,000 | +10.1% | 7,365 | -1.1% | 0.03% | +11.5% |
| DAR | Sell | Darling Ingredients Inc. | $448,000 | +7.4% | 6,774 | -2.9% | 0.03% | +7.7% |
| LBRDK | Sell | Liberty Broadband Corp. | $440,000 | -36.3% | 5,962 | -0.2% | 0.03% | -34.9% |
| CRM | Sell | Salesforce.com Inc. | $433,000 | -22.0% | 3,012 | -10.4% | 0.03% | -22.9% |
| OLN | Sell | Olin Corp. | $405,000 | -29.6% | 9,445 | -24.0% | 0.03% | -27.8% |
| EBAY | Sell | eBay Inc. | $409,000 | -46.5% | 11,101 | -39.5% | 0.03% | -45.8% |
| EOG | Sell | EOG Resources Inc. | $401,000 | -16.6% | 3,588 | -17.5% | 0.02% | -16.7% |
| AZO | Sell | Autozone Inc. | $379,000 | -2.1% | 177 | -1.7% | 0.02% | 0.0% |
| PAG | Sell | Penske Automotive Group Inc. | $388,000 | -27.1% | 3,938 | -22.6% | 0.02% | -27.3% |
| SHW | Sell | Sherwin Williams Co. | $382,000 | -9.0% | 1,864 | -0.7% | 0.02% | -7.7% |
| SDY | Sell | SPDR S&P Dividend ETFs&p divid etf | $371,000 | -7.2% | 3,326 | -1.2% | 0.02% | -8.0% |
| HZNP | Sell | Horizon Therapeutics Public Ltd. Co. | $360,000 | -46.3% | 5,814 | -30.9% | 0.02% | -45.2% |
| RTX | Sell | Raytheon Technologies Corp. | $365,000 | -25.4% | 4,463 | -12.3% | 0.02% | -25.8% |
| NOW | Sell | ServiceNow Inc. | $353,000 | -29.8% | 935 | -11.5% | 0.02% | -31.2% |
| OMF | Sell | OneMain Holdings Inc. | $341,000 | -24.1% | 11,568 | -3.8% | 0.02% | -21.4% |
| ASB | Sell | Associated Banc-Corp. | $352,000 | +9.0% | 17,546 | -0.9% | 0.02% | +10.0% |
| WY | Sell | Weyerhaeuser Co. | $352,000 | -42.0% | 12,317 | -32.8% | 0.02% | -42.1% |
| IBM | Sell | IBM Corp. | $341,000 | -27.4% | 2,866 | -13.9% | 0.02% | -26.7% |
| LULU | Sell | Lululemon Athletica Inc. | $332,000 | -1.2% | 1,188 | -3.6% | 0.02% | 0.0% |
| MMC | Sell | Marsh & McLennan Companies Inc. | $327,000 | -4.4% | 2,189 | -0.5% | 0.02% | -4.5% |
| KO | Sell | Coca Cola Co. | $330,000 | -25.0% | 5,892 | -15.7% | 0.02% | -25.0% |
| SYNA | Sell | Synaptics Inc. | $330,000 | -16.5% | 3,334 | -0.3% | 0.02% | -16.0% |
| CFG | Sell | Citizens Financial Group Inc. | $309,000 | -4.9% | 9,006 | -1.1% | 0.02% | 0.0% |
| LRCX | Sell | Lam Research Corp. | $324,000 | -16.3% | 884 | -2.8% | 0.02% | -16.7% |
| PXD | Sell | Pioneer Natural Resources Co. | $316,000 | -4.0% | 1,458 | -1.1% | 0.02% | -4.8% |
| SLM | Sell | SLM Corp. | $310,000 | -17.6% | 22,175 | -5.9% | 0.02% | -16.7% |
| KLAC | Sell | KLA Corp. | $319,000 | -22.6% | 1,053 | -18.5% | 0.02% | -23.1% |
| PCH | Sell | PotlatchDeltic Corp. | $311,000 | -52.5% | 7,566 | -48.9% | 0.02% | -51.2% |
| MSM | Sell | MSC Industrial Direct Co. Inc. - Class Acl a | $295,000 | -3.9% | 4,058 | -0.6% | 0.02% | 0.0% |
| LNC | Sell | Lincoln National Corp. | $297,000 | -20.8% | 6,755 | -15.7% | 0.02% | -20.8% |
| CNO | Sell | CNO Financial Group Inc. | $305,000 | -8.7% | 16,999 | -7.8% | 0.02% | -9.5% |
| DHI | Sell | D. R. Horton Inc. | $294,000 | -1.7% | 4,370 | -3.2% | 0.02% | 0.0% |
| LIN | Sell | Linde Plc | $290,000 | -19.2% | 1,075 | -13.9% | 0.02% | -21.7% |
| PDCE | Sell | PDC Energy Inc. | $271,000 | -51.0% | 4,690 | -47.8% | 0.02% | -51.4% |
| MTDR | Sell | Matador Resources Co. | $266,000 | -36.8% | 5,438 | -39.8% | 0.02% | -34.6% |
| BLK | Sell | BlackRock Inc. | $255,000 | -9.9% | 464 | -0.2% | 0.02% | -11.1% |
| FANG | Sell | Diamondback Energy Inc. | $249,000 | -7.4% | 2,069 | -6.7% | 0.02% | -5.9% |
| BBY | Sell | Best Buy Inc. | $253,000 | -13.4% | 3,992 | -10.8% | 0.02% | -11.1% |
| APA | Sell | APA Corp. | $237,000 | -23.8% | 6,922 | -22.3% | 0.02% | -25.0% |
| BND | Sell | Vanguard Total Bond Market ETFtotal bnd mrkt | $230,000 | -51.2% | 3,218 | -48.6% | 0.02% | -50.0% |
| FTNT | Sell | Fortinet Inc. | $245,000 | -56.6% | 4,989 | -49.9% | 0.02% | -57.1% |
| NTRS | Sell | Northern Trust Corp. | $221,000 | -19.0% | 2,581 | -8.6% | 0.01% | -17.6% |
| CHD | Sell | Church & Dwight Co. Inc. | $229,000 | -24.4% | 3,211 | -1.7% | 0.01% | -26.3% |
| NFG | Sell | National Fuel Gas Co. | $218,000 | -14.8% | 3,534 | -8.9% | 0.01% | -12.5% |
| FDX | Sell | FedEx Corp. | $209,000 | -61.3% | 1,407 | -40.9% | 0.01% | -61.8% |
| PPG | Sell | PPG Industries Inc. | $208,000 | -3.3% | 1,879 | -0.2% | 0.01% | -7.1% |
| AEG | Sell | Aegon NV | $195,000 | -10.6% | 49,169 | -1.4% | 0.01% | -14.3% |
| X | Sell | United States Steel Corp. | $197,000 | -35.4% | 10,881 | -36.1% | 0.01% | -36.8% |
| DAN | Sell | Dana Inc. | $155,000 | -19.3% | 13,524 | -1.0% | 0.01% | -16.7% |
| LUMN | Sell | Lumen Technologies | $113,000 | -45.7% | 15,513 | -18.6% | 0.01% | -46.2% |
| MUFG | Sell | Mitsubishi UFJ Financial Group Inc.sponsored ads | $90,000 | -21.1% | 20,030 | -5.9% | 0.01% | -14.3% |
| SAN | Sell | Banco Santander SAadr | $63,000 | -32.3% | 27,277 | -18.3% | 0.00% | -33.3% |
| TWO | Exit | Two Harbors Investment Corp. | $0 | – | -12,210 | -100.0% | -0.00% | – |
| MSI | Exit | Motorola Solutions Inc. | $0 | – | -978 | -100.0% | -0.01% | – |
| USB | Exit | U.S. Bancorp | $0 | – | -4,356 | -100.0% | -0.01% | – |
| AMT | Exit | American Tower Corp. | $0 | – | -888 | -100.0% | -0.01% | – |
| DXCM | Exit | DexCom Inc. | $0 | – | -3,008 | -100.0% | -0.01% | – |
| DNL | Exit | WisdomTree Global Ex-US Dividend Growth Fundglb us qtly div | $0 | – | -7,064 | -100.0% | -0.01% | – |
| DELL | Exit | Dell Technologies Inc.cl c | $0 | – | -5,210 | -100.0% | -0.02% | – |
| BOND | Exit | Pimco Active Bond ETFactive bd etf | $0 | – | -2,512 | -100.0% | -0.02% | – |
| KSS | Exit | Kohl's Corp. | $0 | – | -6,874 | -100.0% | -0.02% | – |
| BK | Exit | Bank of New York Mellon Corp. | $0 | – | -5,822 | -100.0% | -0.02% | – |
| MMM | Exit | 3M Co. | $0 | – | -1,796 | -100.0% | -0.02% | – |
| LYB | Exit | LyondellBasell Industries NV | $0 | – | -2,991 | -100.0% | -0.02% | – |
| RWO | Exit | SPDR Dow Jones Global Real Estate ETFdj glb rl es etf | $0 | – | -5,813 | -100.0% | -0.02% | – |
| ORI | Exit | Old Republic Inernational Corp. | $0 | – | -11,225 | -100.0% | -0.02% | – |
| OSK | Exit | Oshkosh Corp. | $0 | – | -3,132 | -100.0% | -0.02% | – |
| BIO | Exit | Bio-Rad Laboratories Inc.cl a | $0 | – | -547 | -100.0% | -0.02% | – |
| BAX | Exit | Baxter International Inc. | $0 | – | -4,914 | -100.0% | -0.02% | – |
| OGN | Exit | Organon & Co. | $0 | – | -9,996 | -100.0% | -0.02% | – |
| WRK | Exit | WRKCo Inc. | $0 | – | -11,272 | -100.0% | -0.03% | – |
| EVR | Exit | Evercore Partners Inc.class a | $0 | – | -4,813 | -100.0% | -0.03% | – |
| NEM | Exit | Newmont Mining Corp. | $0 | – | -11,970 | -100.0% | -0.04% | – |
| SAFM | Exit | Sanderson Farms Inc. | $0 | – | -4,537 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Russell 1000 Growth ETF | 38 | Q3 2022 | 29.0% |
| iShares S&P 500 | 38 | Q3 2022 | 23.4% |
| iShares Russell 1000 Value ETF | 38 | Q3 2022 | 21.0% |
| iShares MSCI EAFE ETF | 38 | Q3 2022 | 6.4% |
| iShares MSCI EAFE Growth Index | 38 | Q3 2022 | 3.7% |
| McDonald's Corporation | 38 | Q3 2022 | 3.2% |
| Microsoft Corp. | 38 | Q3 2022 | 1.4% |
| Johnson & Johnson | 38 | Q3 2022 | 0.6% |
| Wal-Mart Stores, Inc. | 38 | Q3 2022 | 0.7% |
| SPDR MSCI AWCI ex-US ETF | 38 | Q3 2022 | 1.1% |
View BALASA DINVERNO & FOLTZ LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-10-26 |
| 13F-HR | 2021-07-23 |
| 13F-HR | 2021-04-29 |
| 13F-HR | 2021-01-26 |
| 13F-HR | 2020-11-10 |
| 13F-HR | 2020-08-07 |
View BALASA DINVERNO & FOLTZ LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.