$495 Million is the total value of Estate Counselors, LLC's 63 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -1,600 | -100.0% | -0.04% | – |
| BKLN | Exit | INVESCO EXCHNG TRADED FD TRsr ln etf | $0 | – | -9,850 | -100.0% | -0.04% | – |
| IDEV | Exit | ISHARES TRcore msci intl | $0 | – | -5,400 | -100.0% | -0.06% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -5,960 | -100.0% | -0.06% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -3,540 | -100.0% | -0.07% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -20,760 | -100.0% | -0.63% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -63,230 | -100.0% | -0.99% | – |
| PRFZ | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $0 | – | -69,910 | -100.0% | -1.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-04
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.