$362 Million is the total value of Estate Counselors, LLC's 68 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PVCT | Exit | PROVECTUS BIOPHARMACEUTICALS | $0 | – | -10,000 | -100.0% | 0.00% | – |
| MTUM | Exit | ISHARES TRusa momentum fct | $0 | – | -11,320 | -100.0% | -0.34% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -31,017 | -100.0% | -0.39% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -54,740 | -100.0% | -0.64% | – |
| ACWV | Exit | ISHARESmin vol gbl etf | $0 | – | -42,475 | -100.0% | -1.25% | – |
| IGOV | Exit | ISHARES TRintl trea bd etf | $0 | – | -41,520 | -100.0% | -1.62% | – |
| IEF | Exit | ISHARES TR7-10 y tr bd etf | $0 | – | -44,490 | -100.0% | -1.93% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | 42 | Q3 2023 | 9.4% |
| ISHARES TR RUSSELL 2000 INDEX FD | 42 | Q3 2023 | 8.1% |
| ISHARES TR NAT AMT FREE BD | 42 | Q3 2023 | 6.1% |
| ISHARES U S REAL ESTATE ETF | 42 | Q3 2023 | 4.5% |
| SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ISIN #US78467Y1073 SEDOL #2550688 | 42 | Q3 2023 | 5.1% |
| ISHARES TR | 42 | Q3 2023 | 5.1% |
| VANGUARD MID-CAP INDEX FUND | 42 | Q3 2023 | 5.2% |
| ISHARES TR RUSSELL 1000 VALUE INDEX FD | 42 | Q3 2023 | 3.9% |
| VANGUARD SMALL-CAP INDEX FUND | 42 | Q3 2023 | 3.7% |
| VANGUARD REAL ESTATE ETF | 42 | Q3 2023 | 3.8% |
View Estate Counselors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-14 |
View Estate Counselors, 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.