$138 Million is the total value of RiverGlades Family Offices LLC's 80 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $764,000 | – | 9,400 | +100.0% | 0.55% | – |
| AA | New | ALCOA CORP | $203,000 | – | 3,400 | +100.0% | 0.15% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $201,000 | – | 1,400 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 26 | Q2 2024 | 21.7% |
| ISHARES TR | 26 | Q2 2024 | 7.8% |
| ISHARES TR | 26 | Q2 2024 | 2.1% |
| ISHARES TR | 26 | Q2 2024 | 2.1% |
| SPDR S&P 500 ETF TR | 26 | Q2 2024 | 1.1% |
| ISHARES TR | 25 | Q2 2024 | 8.9% |
| VANGUARD TAX-MANAGED INTL FD | 25 | Q2 2024 | 7.1% |
| VANGUARD INTL EQUITY INDEX F | 25 | Q2 2024 | 6.3% |
| Ishares Tr Msci Eafe | 25 | Q2 2024 | 7.2% |
| VANGUARD CHARLOTTE FDS | 25 | Q2 2024 | 5.0% |
View RiverGlades Family Offices LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-09 |
View RiverGlades Family Offices 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.