$18.8 Million is the total value of Hillview Capital Advisors, LLC's 6 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $10,049,000 | -11.3% | 244,820 | -19.8% | 53.32% | -21.9% |
VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $5,551,000 | +10.6% | 75,861 | -1.0% | 29.45% | -2.6% |
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $2,797,000 | – | 53,500 | +100.0% | 14.84% | – |
VIG | New | VANGUARD GROUPdiv app etf | $211,000 | – | 1,919 | +100.0% | 1.12% | – |
AMZN | New | AMAZON COM INC | $201,000 | – | 113 | +100.0% | 1.07% | – |
INNT | INNOVATE BIOPHARMACEUTICLS I | $38,000 | -15.6% | 19,610 | 0.0% | 0.20% | -25.5% | |
ABTX | Exit | ALLEGIANCE BANCSHARES INC | $0 | – | -6,500 | -100.0% | -1.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INTL EQUITY INDEX F | 19 | Q2 2019 | 92.7% |
TORTOISE ENERGY INFRSTRCTR C | 12 | Q3 2017 | 38.5% |
VANGUARD TAX MANAGED INTL FD | 10 | Q2 2019 | 76.4% |
VANGUARD INDEX FDS | 9 | Q2 2018 | 2.8% |
SPDR S&P 500 ETF TR | 8 | Q4 2017 | 4.2% |
WISDOMTREE TR | 7 | Q2 2016 | 6.1% |
KAYNE ANDERSON MLP INVT CO | 5 | Q4 2015 | 61.0% |
WISDOMTREE TR | 4 | Q2 2016 | 6.5% |
INNOVATE BIOPHARMACEUTICLS I | 4 | Q2 2019 | 0.5% |
OPHTHOTECH CORP | 3 | Q2 2015 | 3.1% |
View Hillview Capital Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-08-01 |
13F-HR | 2019-05-13 |
13F-HR | 2019-02-01 |
13F-HR | 2018-10-23 |
13F-HR | 2018-07-25 |
13F-HR | 2018-04-30 |
13F-HR | 2018-02-02 |
13F-HR | 2017-11-13 |
13F-HR | 2017-07-27 |
13F-HR | 2017-05-15 |
View Hillview Capital 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.