| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 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.