$839 Million is the total value of Transamerica Financial Advisors, Inc.'s 426 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $27,000 | +8.0% | 345 | 0.0% | 0.00% | 0.0% | |
| FTLS | FIRST TR EXCH TRADED FD IIIlng/sht equity | $13,000 | +8.3% | 355 | 0.0% | 0.00% | +100.0% | |
| QABA | FIRST TR NASDAQ ABA CMNTY BK | $9,000 | +28.6% | 169 | 0.0% | 0.00% | 0.0% | |
| JJATF | BARCLAYS BANK PLCetn djubs agri37 | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| BIIB | BIOGEN INC | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
| BSJH | CLAYMORE EXCHANGE TRD FD TRgug blt2017 hy | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| EMR | EMERSON ELEC CO | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| EFX | EQUIFAX INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| ESS | ESSEX PPTY TR INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| FAST | FASTENAL CO | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| FRT | FEDERAL REALTY INVT TRsh ben int new | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| GD | GENERAL DYNAMICS CORP | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| GS | GOLDMAN SACHS GROUP INC | $2,000 | +100.0% | 5 | 0.0% | 0.00% | – | |
| HOG | HARLEY DAVIDSON INC | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| HON | HONEYWELL INTL INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| HUM | HUMANA INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| JBHT | HUNT J B TRANS SVCS INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| QAI | INDEXIQ ETF TRhedge mlti etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| EWP | ISHARESmsci span cp etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| IGM | ISHARES TRn amer tech etf | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| IYG | ISHARES TRu.s. fin svc etf | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| IFGL | ISHARES TRintl dev re etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SHV | ISHARES TRshrt trs bd etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| IHI | ISHARES TRu.s. med dvc etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| EFG | ISHARES TReafe grwth etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| FLOT | ISHARES TRfltg rate bd etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| J | JACOBS ENGR GROUP INC DEL | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| KLAC | KLA-TENCOR CORP | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| KIM | KIMCO RLTY CORP | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| LM | LEGG MASON INC | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| MHK | MOHAWK INDS INC | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| NVDA | NVIDIA CORP | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| ZROZ | PIMCO ETF TR25yr+ zero u s | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| PHDG | POWERSHARES ACTIVE MNG ETF Ts&p500 dwnhdge | $3,000 | 0.0% | 108 | 0.0% | 0.00% | – | |
| PBP | POWERSHARES GLOBAL ETF FDs&p 500 buywrt | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| BAB | POWERSHARES ETF TR IIbuild amer etf | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| TBT | PROSHARES TR | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| CSM | PROSHARES TR | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SMB | VANECK VECTORS ETF TRamt free short m | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| BLV | VANGUARD BD INDEX FD INClong term bond | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| BIV | VANGUARD BD INDEX FD INCintermed term | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| VOX | VANGUARD WORLD FDS | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| DOO | WISDOMTREE TRintl div ex finl | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
| ELD | WISDOMTREE TRem lcl debt fd | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-02
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.