| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| T | Exit | AT&T INC | $0 | – | -35 | -100.0% | 0.00% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -10 | -100.0% | 0.00% | – |
| USMV | Exit | ISHARES TRmin vol usa etf | $0 | – | -22 | -100.0% | 0.00% | – |
| PJP | Exit | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $0 | – | -17 | -100.0% | 0.00% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -20 | -100.0% | 0.00% | – |
| ZYNE | Exit | ZYNERBA PHARMACEUTICALS INC | $0 | – | -477 | -100.0% | 0.00% | – |
| PFE | Exit | PFIZER INC | $0 | – | -79 | -100.0% | 0.00% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -5 | -100.0% | 0.00% | – |
| WAB | Exit | WABTEC CORP | $0 | – | -5 | -100.0% | 0.00% | – |
| SLV | Exit | ISHARES SILVER TRUSTishares | $0 | – | -117 | -100.0% | 0.00% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -53 | -100.0% | 0.00% | – |
| FILL | Exit | ISHARES INCglb enr prod etf | $0 | – | -28 | -100.0% | 0.00% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -20 | -100.0% | 0.00% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -69 | -100.0% | 0.00% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -24 | -100.0% | 0.00% | – |
| CWGL | Exit | CRIMSON WINE GROUP LTD | $0 | – | -10 | -100.0% | 0.00% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -20 | -100.0% | 0.00% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -7 | -100.0% | 0.00% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -13 | -100.0% | 0.00% | – |
| WPRT | Exit | WESTPORT FUEL SYSTEMS INC | $0 | – | -250 | -100.0% | 0.00% | – |
| AUMN | Exit | GOLDEN MINERALS CO | $0 | – | -85 | -100.0% | 0.00% | – |
| BRY | Exit | BERRY PETE CORP | $0 | – | -2 | -100.0% | 0.00% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -15 | -100.0% | 0.00% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -13 | -100.0% | 0.00% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -50 | -100.0% | 0.00% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -22 | -100.0% | 0.00% | – |
| ACTA | Exit | ACTUA CORP | $0 | – | -1 | -100.0% | 0.00% | – |
| XES | Exit | SPDR SERIES TRUSToilgas equip | $0 | – | -27 | -100.0% | 0.00% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -40 | -100.0% | -0.00% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -71 | -100.0% | -0.00% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -333 | -100.0% | -0.00% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -73 | -100.0% | -0.00% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -93 | -100.0% | -0.00% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -111 | -100.0% | -0.00% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -25 | -100.0% | -0.00% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -1,049 | -100.0% | -0.00% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -8 | -100.0% | -0.00% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -214 | -100.0% | -0.00% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -500 | -100.0% | -0.00% | – |
| VIG | Exit | VANGUARD GROUPdiv app etf | $0 | – | -126 | -100.0% | -0.00% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -186 | -100.0% | -0.00% | – |
| SLYG | Exit | SPDR SERIES TRUSTs&p 600 smcp grw | $0 | – | -317 | -100.0% | -0.00% | – |
| DHS | Exit | WISDOMTREE TRus high dividend | $0 | – | -167 | -100.0% | -0.00% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -135 | -100.0% | -0.00% | – |
| UVSP | Exit | UNIVEST CORP PA | $0 | – | -1,035 | -100.0% | -0.00% | – |
| Exit | SAP SE | $0 | – | -256 | -100.0% | -0.00% | – | |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -195 | -100.0% | -0.00% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -230 | -100.0% | -0.00% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC | $0 | – | -1,979 | -100.0% | -0.01% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -362 | -100.0% | -0.01% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -636 | -100.0% | -0.01% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -573 | -100.0% | -0.01% | – |
| GSG | Exit | ISHARES S&P GSCI COMMODITY Iunit ben int | $0 | – | -3,185 | -100.0% | -0.01% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -1,000 | -100.0% | -0.01% | – |
| SAP | Exit | SAP SEspon adr | $0 | – | -480 | -100.0% | -0.01% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -268 | -100.0% | -0.01% | – |
| WTR | Exit | AQUA AMERICA INC | $0 | – | -1,437 | -100.0% | -0.01% | – |
| KO | Exit | COCA COLA CO | $0 | – | -1,413 | -100.0% | -0.01% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -211 | -100.0% | -0.01% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -584 | -100.0% | -0.01% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -831 | -100.0% | -0.01% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -810 | -100.0% | -0.01% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -920 | -100.0% | -0.01% | – |
| CM | Exit | CDN IMPERIAL BK COMM TORONTO | $0 | – | -1,536 | -100.0% | -0.02% | – |
| SPIB | Exit | SPDR SERIES TRUSTportfolio intrmd | $0 | – | -4,174 | -100.0% | -0.02% | – |
| AAPL | Exit | APPLE INC | $0 | – | -788 | -100.0% | -0.02% | – |
| SPSM | Exit | SPDR SER TRportfolio sm etf | $0 | – | -9,423 | -100.0% | -0.04% | – |
| SPIP | Exit | SPDR SERIES TRUSTblombrg brc tips | $0 | – | -5,101 | -100.0% | -0.04% | – |
| SPMD | Exit | SPDR SERIES TRUSTportfolio md etf | $0 | – | -8,536 | -100.0% | -0.04% | – |
| SPAB | Exit | SPDR SERIES TRUSTportfolio agrgte | $0 | – | -35,007 | -100.0% | -0.13% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -41,677 | -100.0% | -0.16% | – |
| SPLG | Exit | SPDR SERIES TRUSTportfolio lr etf | $0 | – | -51,311 | -100.0% | -0.22% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -269,085 | -100.0% | -2.97% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -807,803 | -100.0% | -5.73% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -400,740 | -100.0% | -5.76% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -298,988 | -100.0% | -5.81% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -289,756 | -100.0% | -5.92% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -1,410,391 | -100.0% | -14.56% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -1,219,952 | -100.0% | -16.70% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -872,903 | -100.0% | -17.36% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -3,819,010 | -100.0% | -24.36% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 24 | Q1 2019 | 24.6% |
| VANGUARD INDEX FDS | 24 | Q1 2019 | 19.5% |
| VANGUARD INDEX FDS | 24 | Q1 2019 | 19.4% |
| VANGUARD BD INDEX FD INC TOTAL BND MRKT | 24 | Q1 2019 | 17.7% |
| VANGUARD SCOTTSDALE FDS | 24 | Q1 2019 | 15.6% |
| VANGUARD INDEX FDS | 24 | Q1 2019 | 8.5% |
| VANGUARD INDEX FDS | 24 | Q1 2019 | 6.5% |
| INTERNATIONAL BUSINESS MACHS | 24 | Q1 2019 | 0.2% |
| ISHARES TR | 24 | Q1 2019 | 0.4% |
| ISHARES TR | 24 | Q1 2019 | 0.2% |
View INR ADVISORY SERVICES LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-04-22 |
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-12-05 |
| 13F-HR | 2018-08-13 |
| 13F-HR | 2018-04-30 |
| 13F-HR | 2018-01-30 |
| 13F-HR | 2017-11-09 |
| 13F-HR | 2017-08-08 |
| 13F-HR | 2017-05-03 |
| 13F-HR | 2017-02-09 |
View INR ADVISORY SERVICES 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.