Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Total Stock Mkt Indx ETF | 24 | Q3 2023 | 50.9% |
Vanguard Total Bond Mkt Index ETF | 24 | Q3 2023 | 10.2% |
VANGUARD TAX MANAGED INTL FUND | 24 | Q3 2023 | 6.1% |
ISHARES TRUST | 24 | Q3 2023 | 8.2% |
Schwab US Brd Mkt ETF | 24 | Q3 2023 | 7.1% |
VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 3.0% |
MICROSOFT CORP | 24 | Q3 2023 | 3.4% |
ISHARES TRUST | 24 | Q3 2023 | 3.0% |
STARBUCKS CORP | 24 | Q3 2023 | 2.2% |
APPLE INC | 24 | Q3 2023 | 2.6% |
View Trellis Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-16 |
13F-HR | 2023-10-23 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-04 |
13F-HR | 2022-01-25 |
13F-HR | 2021-10-27 |
View Trellis 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.