| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 15 | Q2 2021 | 19.5% |
| VANGUARD INDEX FDS | 15 | Q2 2021 | 12.2% |
| VANGUARD INTL EQUITY INDEX F | 15 | Q2 2021 | 11.7% |
| ISHARES TR | 15 | Q2 2021 | 10.8% |
| VANGUARD CHARLOTTE FDS | 15 | Q2 2021 | 5.6% |
| VANGUARD INDEX FDS | 15 | Q2 2021 | 10.8% |
| ISHARES INC | 15 | Q2 2021 | 4.2% |
| VANGUARD INDEX FDS | 15 | Q2 2021 | 3.8% |
| VANGUARD INDEX FDS | 15 | Q2 2021 | 4.5% |
| ISHARES TR | 15 | Q2 2021 | 4.5% |
View AdvicePeriod, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2022-02-14 |
| 13F-NT | 2021-11-15 |
| 13F-HR | 2021-07-29 |
| 13F-HR/A | 2021-05-06 |
| 13F-HR | 2021-04-19 |
| 13F-HR | 2021-02-16 |
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-08-05 |
| 13F-HR | 2020-04-27 |
| 13F-HR | 2020-01-21 |
View AdvicePeriod, 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.