| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 31 | Q2 2024 | 13.1% |
| ISHARES S&P 500 INDEX | 31 | Q2 2024 | 10.1% |
| VANGUARD LARGE-CAP INDEX FUND | 31 | Q2 2024 | 7.2% |
| APPLE INC COM | 31 | Q2 2024 | 4.7% |
| ISHARES CORE MSCI EAFE ETF | 31 | Q2 2024 | 4.5% |
| MICROSOFT CORP COM | 31 | Q2 2024 | 5.2% |
| CVB FINL CORP COM | 31 | Q2 2024 | 6.3% |
| AMAZON COM INC COM | 31 | Q2 2024 | 2.6% |
| VANGUARD SMALL-CAP INDEX FUND | 31 | Q2 2024 | 3.0% |
| VANGUARD MID-CAP INDEX FUND | 31 | Q2 2024 | 2.6% |
View Parallel Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| N-PX | 2024-07-15 |
| 13F-HR/A | 2024-05-20 |
| 13F-HR/A | 2024-05-20 |
| 13F-HR/A | 2024-05-20 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-25 |
View Parallel 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.