$155 Million is the total value of Paracle Advisors, LLC's 33 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MINT | Exit | PIMCO Enhanced Short Maturity Active ETFenhan shrt ma | $0 | – | -2,176 | -100.0% | -0.14% | – |
| SHM | Exit | SPDR Nuveen Barclays ST Muni Bd ETFnuvn sht muni | $0 | – | -10,655 | -100.0% | -0.17% | – |
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.