$665 Million is the total value of Estate Counselors, LLC's 133 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWN | ISHARES TRrus 2000 val etf | $555,000 | +32.8% | 4,210 | 0.0% | 0.08% | +27.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
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 | 2024-01-23 |
| 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 |
| 13F-HR | 2021-11-03 |
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.