| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGE | Exit | ISHARES MSCI EM ESG ETFetf | $0 | – | -10,584 | -100.0% | -0.07% | – |
| ESML | Exit | ISHARES ESG SM CAP ETFetf | $0 | – | -46,127 | -100.0% | -0.34% | – |
| IEMG | Exit | ISHARES CORE MSCI EMKT ETFetf | $0 | – | -118,145 | -100.0% | -1.26% | – |
| VWO | Exit | VANGUARD FTSE EMR MKT ETFetf | $0 | – | -232,202 | -100.0% | -2.05% | – |
| VCSH | Exit | VANGUARD SHORT TERM CORP BD ETFetf | $0 | – | -140,386 | -100.0% | -2.10% | – |
| SCZ | Exit | ISHARES EAFE SML CP ETFetf | $0 | – | -173,210 | -100.0% | -2.20% | – |
| EFA | Exit | ISHARES MSCI EAFE ETFetf | $0 | – | -193,517 | -100.0% | -2.73% | – |
| VIG | Exit | VANGUARD DIV APP ETFetf | $0 | – | -126,877 | -100.0% | -3.94% | – |
| IVW | Exit | ISHARES TR SP 500 GRWT ETFetf | $0 | – | -441,274 | -100.0% | -6.45% | – |
| IVV | Exit | ISHARES CORE SP500 ETFetf | $0 | – | -90,520 | -100.0% | -7.86% | – |
| VTV | Exit | VANGUARD VALUE ETFetf | $0 | – | -346,379 | -100.0% | -9.80% | – |
| IJR | Exit | ISHARES TR CORE SP SCP ETFetf | $0 | – | -847,716 | -100.0% | -17.50% | – |
| IJH | Exit | ISHARES core SP MCP ETFetf | $0 | – | -851,269 | -100.0% | -43.72% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD VALUE ETF | 35 | Q1 2022 | 46.2% |
| ISHARES CORE SP500 ETF | 34 | Q1 2022 | 7.9% |
| VANGUARD DIV APP ETF | 34 | Q1 2022 | 5.8% |
| ISHARES EAFE SML CP ETF | 34 | Q1 2022 | 2.2% |
| ISHARES CORE MSCI EMKT ETF | 31 | Q1 2022 | 5.2% |
| ISHARES CORE SP MCP ETF | 26 | Q1 2022 | 58.8% |
| ISHARES MSCI EAFE ETF | 26 | Q1 2022 | 8.2% |
| WISDOMTREE TR MDCP EARN FUND ETF | 26 | Q1 2020 | 5.2% |
| VANGUARD FTSE EMR MKT ETF | 26 | Q1 2022 | 4.8% |
| JPM ALERIAN MLP ETN | 22 | Q2 2018 | 100.0% |
View Hefren-Tillotson, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-07 |
| 13F-HR | 2022-01-12 |
| 13F-HR | 2021-10-07 |
| 13F-HR | 2021-07-14 |
| 13F-HR | 2021-04-28 |
| 13F-HR | 2021-01-21 |
| 13F-HR | 2020-10-21 |
| 13F-HR | 2020-07-14 |
| 13F-HR | 2020-05-18 |
| 13F-HR | 2020-01-15 |
View Hefren-Tillotson, 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.