$4.03 Billion is the total value of Integrated Investment Consultants, LLC's 265590 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEM | Exit | ISHARES MSCI EMERGING MARKETS ETFetf | $0 | – | -24,819 | -100.0% | -0.01% | – |
| SUP | Exit | SUPERIOR INDS INTL INC COMstock | $0 | – | -40,000 | -100.0% | -0.02% | – |
| EFA | Exit | ISHARES MSCI EAFE ETFetf | $0 | – | -24,584 | -100.0% | -0.02% | – |
| IJH | Exit | ISHARES S&P MIDCAP FUNDetf | $0 | – | -17,082 | -100.0% | -0.08% | – |
| TDOC | Exit | TELADOC HEALTH INC COMstock | $0 | – | -946 | -100.0% | -0.10% | – |
| RSP | Exit | INVESCO SandP 500 EQUAL WEIGHT ETFetf | $0 | – | -2,008 | -100.0% | -0.10% | – |
| SAP | Exit | SAP SE SPON ADRadr | $0 | – | -4,103 | -100.0% | -0.30% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 31 | Q3 2023 | 12.8% |
| ISHARES TR | 31 | Q3 2023 | 11.2% |
| ISHARES TR | 31 | Q3 2023 | 8.8% |
| ISHARES TR | 31 | Q3 2023 | 9.4% |
| ISHARES TR | 31 | Q3 2023 | 5.1% |
| VANGUARD TAX MANAGED INTL FD | 31 | Q3 2023 | 5.0% |
| APPLE INC COM | 31 | Q3 2023 | 3.2% |
| VANGUARD INTL EQUITY INDEX F | 31 | Q3 2023 | 6.1% |
| VANGUARD VALUE INDEX FUND | 31 | Q3 2023 | 2.8% |
| MICROSOFT CORP COM | 31 | Q3 2023 | 2.5% |
View Integrated Investment Consultants, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-21 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-01-10 |
View Integrated Investment Consultants, 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.