| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 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.