$653 Million is the total value of Portfolio Solutions, LLC's 44 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHC | New | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $3,180,000 | – | 109,274 | +100.0% | 0.49% | – |
| VOE | New | VANGUARD MID-CAP VALUE INDEX FUNDetf | $727,000 | – | 7,633 | +100.0% | 0.11% | – |
| BIV | New | VANGUARD INTERMEDIATE-TERM Betf | $494,000 | – | 6,080 | +100.0% | 0.08% | – |
| SPY | New | SPDR TR UNIT SER 1etf | $468,000 | – | 1,871 | +100.0% | 0.07% | – |
| SCHH | New | SCHWAB U.S. REIT ETFetf | $260,000 | – | 6,741 | +100.0% | 0.04% | – |
| JNK | New | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf | $253,000 | – | 7,526 | +100.0% | 0.04% | – |
| STPZ | New | PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf | $250,000 | – | 4,922 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2019-02-11
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.