$545 Million is the total value of Portfolio Solutions, LLC's 5 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | New | VANGUARD INDEX FDSetf | $304,062,000 | – | 3,678,025 | +100.0% | 55.82% | – |
| IJS | New | ISHARES TRetf | $102,770,000 | – | 1,099,850 | +100.0% | 18.87% | – |
| VPL | New | VANGUARD INTL EQUITY INDEX Fetf | $51,121,000 | – | 915,660 | +100.0% | 9.38% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fetf | $50,297,000 | – | 1,045,022 | +100.0% | 9.23% | – |
| VNQ | New | VANGUARD INDEX FDSetf | $36,455,000 | – | 530,484 | +100.0% | 6.69% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-07-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 38 | Q3 2022 | 56.7% |
| ISHARES TR | 38 | Q3 2022 | 18.9% |
| VANGUARD INTL EQUITY INDEX F | 38 | Q3 2022 | 10.6% |
| VANGUARD INTL EQUITY INDEX F | 38 | Q3 2022 | 10.0% |
| VANGUARD REIT INDEX ETF | 38 | Q3 2022 | 7.2% |
| ISHARES TR NATIONAL MUN ETF | 37 | Q3 2022 | 7.0% |
| ISHARES CORE MSCI EUROPE ETF | 29 | Q3 2022 | 1.5% |
| ISHARES CORE MSCI PACIFIC ETF | 29 | Q3 2022 | 0.9% |
| SCHWAB U.S. BROAD MARKET ETF | 28 | Q3 2022 | 1.1% |
| SCHWAB EMERGING MARKETS EQUITY ETF | 28 | Q3 2022 | 1.0% |
View Portfolio Solutions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-09 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-08-14 |
View Portfolio Solutions, 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.