Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
WISDOMTREE TRUST | 17 | Q2 2017 | 42.1% |
VANGUARD INTL EQUITY INDEX F | 17 | Q2 2017 | 18.5% |
VANGUARD INTL EQUITY INDEX F | 17 | Q4 2017 | 15.9% |
VANGUARD WORLD FDS | 16 | Q4 2017 | 14.6% |
VANGUARD INDEX FDS | 16 | Q2 2017 | 11.0% |
SPDR S&P 500 ETF TR | 16 | Q1 2017 | 11.4% |
VANGUARD BD INDEX FD INC | 16 | Q1 2017 | 20.4% |
SELECT SECTOR SPDR TR | 15 | Q4 2017 | 12.7% |
ISHARES TR | 15 | Q4 2017 | 9.1% |
SELECT SECTOR SPDR TR | 14 | Q4 2017 | 6.6% |
View Spruce Investment Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2018-02-14 |
13F-HR | 2017-11-09 |
13F-HR | 2017-08-07 |
13F-HR | 2017-05-10 |
13F-HR | 2017-02-08 |
13F-HR | 2016-11-10 |
13F-HR | 2016-08-02 |
13F-HR | 2016-05-10 |
13F-HR | 2016-02-09 |
13F-HR | 2015-11-03 |
View Spruce Investment Advisors 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.