| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF | 25 | Q3 2023 | 20.4% |
| ISHARES S&P SMALL-CAP FUND | 25 | Q3 2023 | 7.4% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 25 | Q3 2023 | 7.4% |
| VANGUARD FTSE EMERGING MARKETS ETF | 25 | Q3 2023 | 6.5% |
| APPLE INC COM | 25 | Q3 2023 | 5.2% |
| ISHARES S&P 500 INDEX | 25 | Q3 2023 | 10.1% |
| MICROSOFT CORP COM | 25 | Q3 2023 | 2.8% |
| ISHARES MSCI EAFE ETF | 25 | Q3 2023 | 2.3% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 25 | Q3 2023 | 2.2% |
| AMAZON COM INC COM | 25 | Q3 2023 | 8.1% |
View Valeo Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-28 |
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.