$617 Million is the total value of FutureAdvisor, Inc.'s 56 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | New | VANGUARD INDEX FDSlarge cap etf | $522,000 | – | 5,930 | +100.0% | 0.08% | – |
| TSLA | New | TESLA MTRS INC | $503,000 | – | 2,025 | +100.0% | 0.08% | – |
| TPLMQ | New | TRIANGLE PETE CORP | $16,000 | – | 11,225 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES INC | 4 | Q3 2015 | 9.0% |
| ISHARES TR | 4 | Q3 2015 | 8.8% |
| ISHARES TR | 4 | Q3 2015 | 6.8% |
| ISHARES TR | 4 | Q3 2015 | 6.5% |
| ISHARES TR | 4 | Q3 2015 | 6.1% |
| VANGUARD INDEX FDS | 4 | Q3 2015 | 6.3% |
| ISHARES TR | 4 | Q3 2015 | 5.1% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2015 | 5.0% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2015 | 4.7% |
| ISHARES TR | 4 | Q3 2015 | 4.9% |
View FutureAdvisor, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2023-11-13 |
| 13F-NT | 2023-08-11 |
| 13F-NT | 2023-05-12 |
| 13F-NT | 2023-02-13 |
| 13F-NT | 2022-11-14 |
| 13F-NT | 2022-08-12 |
| 13F-NT | 2022-05-12 |
| 13F-NT | 2022-02-10 |
| 13F-NT | 2021-11-09 |
| 13F-NT | 2021-08-11 |
View FutureAdvisor, Inc.'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.