$522 Million is the total value of Transamerica Financial Advisors, Inc.'s 385 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 45 | Q2 2024 | 12.8% |
| ISHARES TR | 45 | Q2 2024 | 8.7% |
| VANGUARD TAX-MANAGED INTL FD | 45 | Q2 2024 | 7.5% |
| ISHARES TR | 45 | Q2 2024 | 5.7% |
| ISHARES TR | 45 | Q2 2024 | 3.7% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 4.1% |
| VANGUARD SCOTTSDALE FDS | 45 | Q2 2024 | 3.4% |
| SPDR INDEX SHS FDS | 45 | Q2 2024 | 2.0% |
| ISHARES TR | 45 | Q2 2024 | 2.7% |
| SPDR SER TR | 45 | Q2 2024 | 1.3% |
View Transamerica Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
View Transamerica Financial Advisors, Inc.'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.