Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF | 28 | Q2 2024 | 20.4% |
ISHARES S&P SMALL-CAP FUND | 28 | Q2 2024 | 7.4% |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 28 | Q2 2024 | 7.4% |
VANGUARD FTSE EMERGING MARKETS ETF | 28 | Q2 2024 | 6.5% |
APPLE INC COM | 28 | Q2 2024 | 5.2% |
ISHARES S&P 500 INDEX | 28 | Q2 2024 | 10.1% |
MICROSOFT CORP COM | 28 | Q2 2024 | 2.9% |
ISHARES MSCI EAFE ETF | 28 | Q2 2024 | 2.3% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 28 | Q2 2024 | 2.2% |
AMAZON COM INC COM | 28 | Q2 2024 | 8.1% |
View Valeo Financial Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-31 |
13F-HR | 2024-07-10 |
13F-HR/A | 2024-04-25 |
13F-HR | 2024-04-19 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-20 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-17 |
13F-HR | 2023-02-09 |
13F-HR | 2022-10-31 |
View Valeo Financial 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.