| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
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.