$385 Million is the total value of Estate Counselors, LLC's 63 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -5,830 | -100.0% | -0.08% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -4,500 | -100.0% | -0.13% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -18,600 | -100.0% | -0.23% | – |
| PLW | Exit | POWERSHARES ETF TR IIi-30 lad treas | $0 | – | -30,370 | -100.0% | -0.27% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -10,660 | -100.0% | -0.32% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -15,000 | -100.0% | -0.56% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -42,200 | -100.0% | -0.93% | – |
| XLE | Exit | SELECT SECTOR SPDR TRsbi int-energy | $0 | – | -66,150 | -100.0% | -1.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2017-11-13
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.