| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE MSCI EAFE | 18 | Q2 2022 | 16.3% |
| VANGUARD INDEX FDS REAL ESTATE ETF | 18 | Q2 2022 | 2.8% |
| ISHARES TR JPMORGAN USD EMG | 17 | Q2 2022 | 2.3% |
| ISHARES TR CORE S&P500 ETF | 16 | Q2 2022 | 34.8% |
| ISHARES TR CORE US AGGBD ET | 16 | Q2 2022 | 21.9% |
| ISHARES TR CORE S&P SCP ETF | 16 | Q2 2022 | 7.5% |
| ISHARES INC CORE MSCI EMKT | 16 | Q2 2022 | 7.1% |
| SCHWAB STRATEGIC TR US TIPS ETF | 16 | Q2 2022 | 4.3% |
| ISHARES TR SHORT TREAS BD | 16 | Q2 2022 | 3.9% |
| VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | 16 | Q2 2022 | 3.5% |
View NextCapital Advisers, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-07-08 |
| 13F-HR/A | 2022-04-14 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-25 |
| 13F-HR | 2021-11-08 |
| 13F-HR/A | 2021-10-18 |
| 13F-HR | 2021-08-09 |
| 13F-HR | 2021-04-27 |
| 13F-HR | 2021-01-21 |
| 13F-HR | 2020-10-29 |
View NextCapital Advisers, 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.