$152 Million is the total value of Paracle Advisors, LLC's 39 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PBW | Exit | POWERSHARES WILDERHILLwndrhll cln en | $0 | – | -12,329 | -100.0% | -0.06% | – |
| CEW | Exit | WISDOMTREE TR EMERGING CURRENCY FDemerg cur str fd | $0 | – | -10,709 | -100.0% | -0.17% | – |
| PHO | Exit | POWERSHARES WATER RESOURCESwater resource | $0 | – | -8,725 | -100.0% | -0.17% | – |
| REZ | Exit | ISHARES RESIDENTIAL REAL ESTATE CAPPED ETFresid rl est cap | $0 | – | -5,762 | -100.0% | -0.23% | – |
| EMCB | Exit | WISDOMTREE TR WISDOMTREE EMERGING MKTS CORP BD FDwsdm emktbd fd | $0 | – | -4,851 | -100.0% | -0.29% | – |
| Exit | BERKSHIRE HATHAWAY INC NEWcl b new | $0 | – | -5,540 | -100.0% | -0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Bond Mkt | 27 | Q1 2021 | 18.3% |
| Vanguard Mid-Cap ETF | 27 | Q1 2021 | 11.7% |
| Vanguard S&P 500 ETF | 27 | Q1 2021 | 11.6% |
| VANGUARD SPECIALIZED PORTFOLIOS DIV APPRECIATION INDEX FD VIPER SHS | 27 | Q1 2021 | 6.8% |
| Vanguard Intl Equity Index FTSE Emer Mkts | 27 | Q1 2021 | 6.1% |
| ISHARES RUSSELL 1000 ETF | 27 | Q1 2021 | 3.9% |
| VANGUARD INDEX TR | 27 | Q1 2021 | 4.7% |
| VANGUARD WORLD MEGA CAP 300 | 27 | Q1 2021 | 3.6% |
| VANGUARD VALUE VIPERS | 27 | Q1 2021 | 2.2% |
| Ishares Tr Rus Mid-Cap Isin | 27 | Q1 2021 | 2.2% |
View Paracle Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-05-13 |
| 13F-HR | 2021-02-11 |
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-08-07 |
| 13F-HR | 2020-05-06 |
| 13F-HR | 2020-02-10 |
| 13F-HR | 2019-10-28 |
| 13F-HR | 2019-08-13 |
| 13F-HR | 2019-04-30 |
| 13F-HR | 2019-01-29 |
View Paracle 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.