Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TAX-MANAGED INTL FD | 20 | Q1 2022 | 18.9% |
VANGUARD INDEX FDS | 20 | Q1 2022 | 14.9% |
ISHARES TR | 20 | Q1 2022 | 19.6% |
ISHARES TR | 20 | Q1 2022 | 11.2% |
ISHARES TR | 20 | Q1 2022 | 7.8% |
VANGUARD INTL EQUITY INDEX F | 20 | Q1 2022 | 8.4% |
SPDR SER TR | 20 | Q1 2022 | 4.0% |
ISHARES TR | 20 | Q1 2022 | 5.0% |
SCHWAB STRATEGIC TR | 20 | Q1 2022 | 4.8% |
ISHARES TR | 20 | Q1 2022 | 10.5% |
View CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-02-12 |
13F-NT | 2023-11-14 |
13F-NT | 2023-08-14 |
13F-NT | 2023-05-15 |
3/A | 2023-03-21 |
4 | 2023-03-21 |
13F-NT | 2023-02-14 |
13F-NT | 2022-11-14 |
3 | 2022-10-28 |
View CANTOR FITZGERALD INVESTMENT ADVISORS L.P.'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.