$178 Million is the total value of Tillar-Wenstrup Advisors, LLC's 44 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPHQ | New | Invesco S&P 500 Quality | $3,682,000 | – | 111,158 | +100.0% | 2.07% | – |
LGLV | New | SPDR SSGA US Large Cap Low Vol | $1,008,000 | – | 9,358 | +100.0% | 0.57% | – |
PG | New | Procter & Gamble | $233,000 | – | 2,120 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-29
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Mid-Cap ETF | 37 | Q4 2022 | 5.5% |
Apple Inc. | 32 | Q4 2022 | 3.2% |
iShares MSCI USA Min Vol | 31 | Q4 2022 | 15.4% |
Vanguard FTSE All-World ex-US ETF | 30 | Q4 2022 | 4.2% |
iShares MSCI USA Momentum | 27 | Q4 2022 | 10.7% |
Vanguard Value | 26 | Q4 2022 | 6.4% |
Berkshire Hathaway Cl B | 25 | Q4 2022 | 3.8% |
Pepsico | 25 | Q4 2022 | 2.4% |
Voya Financial Inc. | 24 | Q4 2019 | 3.7% |
iShares MSCI International Quality | 22 | Q2 2022 | 0.4% |
View Tillar-Wenstrup Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2024-02-14 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-04 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-25 |
13F-HR | 2022-07-22 |
13F-HR | 2022-04-22 |
13F-HR | 2022-01-28 |
View Tillar-Wenstrup Advisors, 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.