Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 7 | Q2 2024 | 19.5% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 29.2% |
INVESTMENT MANAGERS SER TR I | 7 | Q2 2024 | 12.1% |
ISHARES TR | 7 | Q2 2024 | 5.8% |
MICROSOFT CORP | 7 | Q2 2024 | 3.3% |
SPDR INDEX SHS FDS | 7 | Q2 2024 | 3.8% |
INVESCO EXCHANGE TRADED FD T | 7 | Q2 2024 | 4.4% |
APPLE INC | 7 | Q2 2024 | 2.8% |
SELECT SECTOR SPDR TR | 7 | Q2 2024 | 4.9% |
ALPHABET INC | 7 | Q2 2024 | 2.0% |
View Moss Adams Wealth Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-27 |
13F-HR | 2024-07-23 |
13F-HR | 2024-05-07 |
13F-HR | 2024-02-06 |
13F-HR | 2023-12-20 |
13F-HR | 2023-12-20 |
13F-HR | 2023-12-20 |
13F-HR | 2023-12-20 |
View Moss Adams Wealth 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.