$301 Thousand is the total value of Eldridge Investment Advisors, Inc.'s 143 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 17.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | Ishares Core S&p 500 Etfetf | $32,661 | -9.0% | 76,056 | -5.6% | 10.84% | -7.6% |
| ITOT | Buy | Ishares Core S&p Total U S Stock Market Etfetf | $26,445 | +3.3% | 280,764 | +7.3% | 8.78% | +4.9% |
| GBIL | Buy | Goldman Sachs Access Treasury 0-1yr Etf Pricing Basketetf | $14,334 | +1.9% | 143,764 | +2.3% | 4.76% | +3.5% |
| SPLG | Buy | Spdr Portfolio S&p 500 Etfetf | $11,369 | +54.1% | 226,195 | +59.8% | 3.77% | +56.5% |
| RDVY | Buy | First Trust Exchange Traded Fund Vi Rising Div Achievers Etfetf | $10,130 | +36.0% | 220,463 | +39.4% | 3.36% | +38.0% |
| BBJP | Buy | Jpmorgan Betabuilders Japan Etf Newetf | $9,147 | +41.7% | 182,070 | +45.4% | 3.04% | +43.9% |
| FIXD | Sell | First Trust Tcw Opportunistic Fixed Income Etfetf | $8,193 | -29.5% | 194,814 | -26.0% | 2.72% | -28.4% |
| QQQ | Sell | Invesco Qqq Etfetf | $7,877 | -9.9% | 21,985 | -7.1% | 2.62% | -8.5% |
| RLY | Buy | Spdr Ssga Multi Asset Real Return Etfetf | $7,831 | +17.5% | 290,483 | +16.1% | 2.60% | +19.3% |
| SGOV | Sell | Ishares 0-3 Month Treasury Bond Etfetf | $7,816 | -2.2% | 77,959 | -1.8% | 2.59% | -0.7% |
| QQQM | Sell | Invesco Nasdaq 100 Etfetf | $7,342 | -19.9% | 49,807 | -17.4% | 2.44% | -18.6% |
| Buy | Dimensional World Ex U S Core Equity 2 Etfetf | $6,816 | -0.4% | 302,673 | +3.1% | 2.26% | +1.2% | |
| SPAB | Sell | Spdr Portfolio Aggregate Bond Etfetf | $6,608 | -18.2% | 272,290 | -14.5% | 2.19% | -16.9% |
| FPE | Sell | First Trust Exchange Traded Fund Iii Pfd Secs & Income Etfetf | $6,284 | -1.4% | 393,509 | -1.4% | 2.09% | +0.1% |
| BIL | Sell | Spdr Bloomberg 1-3 Month T-bill Etf Newetf | $5,718 | -4.9% | 62,540 | -4.5% | 1.90% | -3.5% |
| ITB | Buy | Ishares U S Home Construction Etfetf | $5,493 | +7.5% | 69,984 | +17.0% | 1.82% | +9.2% |
| New | Jp Morgan Nasdaq Equity Prem Income Etfetf | $5,232 | – | 112,487 | +100.0% | 1.74% | – | |
| RSP | Sell | Invesco S&p 500 Equal Weight Etfetf | $5,155 | -11.6% | 36,384 | -6.7% | 1.71% | -10.3% |
| AAPL | Buy | Apple Inc | $4,298 | -10.7% | 25,101 | +1.1% | 1.43% | -9.3% |
| JAAA | Buy | Janus Detroit Henderson Aaa Clo Etfetf | $4,143 | +33.4% | 82,316 | +32.2% | 1.38% | +35.5% |
| MTUM | Sell | Ishares Msci Usa Momentum Factor Etfetf | $3,789 | -9.0% | 27,124 | -6.0% | 1.26% | -7.6% |
| Sell | Wisdomtree Floating Rate Treasury Fund New Etfetf | $3,730 | -23.3% | 74,117 | -23.3% | 1.24% | -22.1% | |
| DFAC | Buy | Dimensional U S Core Equity 2 Etfetf | $3,298 | -3.2% | 125,869 | +0.3% | 1.10% | -1.6% |
| IBTE | Buy | Ishares Ibonds Dec 2024 Term Treasury Etfetf | $3,116 | +660.0% | 131,144 | +660.4% | 1.03% | +671.6% |
| FMB | Sell | First Trust Exchange Traded Fd Iii Managed Mun Etfetf | $2,804 | -22.7% | 57,369 | -19.8% | 0.93% | -21.4% |
| IXJ | New | Ishares Global Healthcare Etfetf | $2,388 | – | 28,972 | +100.0% | 0.79% | – |
| FUMB | Sell | First Trust Ultra Short Duration Municipal Etfetf | $2,355 | -4.8% | 118,243 | -4.6% | 0.78% | -3.3% |
| VTI | Sell | Vanguard Total Stock Market Etfetf | $2,074 | -10.4% | 9,764 | -7.1% | 0.69% | -9.1% |
| MSFT | Sell | Microsoft Corp | $2,056 | -7.9% | 6,511 | -0.7% | 0.68% | -6.6% |
| IBTD | Sell | Ishares Ibonds Dec 2023 Term Treasury Etfetf | $2,021 | -52.5% | 81,770 | -52.3% | 0.67% | -51.7% |
| XBI | Sell | Spdr Series Trust S&p Biotech Etfetf | $1,965 | -12.4% | 26,912 | -0.2% | 0.65% | -11.1% |
| IWM | Sell | Ishares Russell 2000 Etfetf | $1,934 | -18.1% | 10,944 | -13.2% | 0.64% | -16.8% |
| SPY | Sell | Spdr S&p 500 Etfetf | $1,888 | -14.4% | 4,416 | -11.2% | 0.63% | -13.0% |
| MDY | Sell | Spdr S&p Mid Cap 400 Etfetf | $1,797 | -17.8% | 3,934 | -13.8% | 0.60% | -16.6% |
| SPBO | New | Spdr Corp Bond Etfetf | $1,792 | – | 65,267 | +100.0% | 0.60% | – |
| BRKB | Sell | Berkshire Hathaway Inc Cl B New | $1,773 | +1.3% | 5,061 | -1.5% | 0.59% | +3.0% |
| IBDP | Buy | Ishares Ibonds Dec 2024 Term Corp Etfetf | $1,739 | +333.7% | 70,499 | +332.5% | 0.58% | +340.5% |
| XOM | Sell | Exxon Mobil Corp | $1,680 | +8.5% | 14,289 | -1.1% | 0.56% | +10.3% |
| Sell | Dimensional National Municipal Bond Etfetf | $1,620 | -16.5% | 34,862 | -14.5% | 0.54% | -15.3% | |
| IWD | Sell | Ishares Russell 1000 Value Etfetf | $1,598 | -19.3% | 10,528 | -16.1% | 0.53% | -18.1% |
| IXUS | Sell | Ishares Core Msci Total Intl Stock Etfetf | $1,594 | -46.4% | 26,563 | -44.0% | 0.53% | -45.6% |
| TIPX | New | Spdr Bloomberg 1-10 Yr Tips Etfetf | $1,541 | – | 85,401 | +100.0% | 0.51% | – |
| ULST | Buy | Spdr Ssga Ultra Short Term Bond Etfetf | $1,448 | +81.7% | 36,100 | +82.3% | 0.48% | +84.3% |
| JHMM | Sell | John Hancock Multifactor Mid Cap Etfetf | $1,420 | -5.3% | 30,002 | -0.5% | 0.47% | -3.9% |
| ABBV | Buy | Abbvie Inc | $1,354 | +10.6% | 9,086 | +0.0% | 0.45% | +12.2% |
| IBML | Buy | Ishares Ibonds Dec 2023 Term Muni Bond Etfetf | $1,300 | 0.0% | 51,023 | +0.0% | 0.43% | +1.6% |
| CAT | Sell | Caterpillar Inc | $1,291 | +10.5% | 4,730 | -0.4% | 0.43% | +12.3% |
| IVE | Buy | Ishares S&p 500 Value Etfetf | $1,260 | -4.2% | 8,189 | +0.4% | 0.42% | -2.8% |
| DVY | Buy | Ishares Select Dividend Etfetf | $1,248 | -2.1% | 11,590 | +3.0% | 0.41% | -0.7% |
| FSMB | Buy | First Trust Short Duration Managed Municipal Etfetf | $1,241 | +0.2% | 64,021 | +2.1% | 0.41% | +1.7% |
| IJR | Sell | Ishares Core S&p Small Cap Etfetf | $1,229 | -6.1% | 13,028 | -0.8% | 0.41% | -4.7% |
| LMBS | Sell | First Trust Low Duration Opportunities Etfetf | $1,158 | -18.6% | 24,518 | -17.8% | 0.38% | -17.4% |
| UPS | Buy | United Parcel Service Inc Cl B | $1,156 | -13.0% | 7,415 | +0.1% | 0.38% | -11.5% |
| Sell | Dimensional U S Marketwide Value Etfetf | $1,149 | -1.6% | 33,769 | -0.3% | 0.38% | -0.3% | |
| IWF | Ishares Russell 1000 Growth Etfetf | $1,127 | -3.3% | 4,236 | 0.0% | 0.37% | -1.8% | |
| New | Ishares Investment Grade Corp Bd Buywrite Strategy Etfetf | $1,113 | – | 35,296 | +100.0% | 0.37% | – | |
| XOP | New | Spdr Series Trust S&p Oil & Gas Exploratn & Production Etf Newetf | $1,109 | – | 7,500 | +100.0% | 0.37% | – |
| IXN | Sell | Ishares Global Tech Etfetf | $1,063 | -11.9% | 18,371 | -5.3% | 0.35% | -10.4% |
| SPTS | New | Spdr Portfolio Short Term Treasury Etfetf | $1,060 | – | 37,040 | +100.0% | 0.35% | – |
| HDV | New | Ishares Core High Dividend Etfetf | $1,053 | – | 10,648 | +100.0% | 0.35% | – |
| DFUS | Dimensional U S Equity Etfetf | $1,002 | -3.3% | 21,515 | 0.0% | 0.33% | -1.8% | |
| IJH | Sell | Ishares Core S&p Mid Cap Etfetf | $990 | -11.0% | 3,970 | -6.7% | 0.33% | -9.6% |
| HEFA | Buy | Ishares Currency Hedged Msci Eafe Etfetf | $978 | +142.7% | 32,500 | +150.0% | 0.32% | +146.2% |
| DXJ | Buy | Wisdomtree Japan Hedged Equity Fd Etfetf | $971 | +120.2% | 11,000 | +107.5% | 0.32% | +123.6% |
| MCD | Sell | Mcdonalds Corp | $971 | -12.8% | 3,684 | -1.2% | 0.32% | -11.5% |
| VTEB | Buy | Vanguard Mun Bd Tax Exempt Bond Index Etfetf | $905 | +18.5% | 18,870 | +24.1% | 0.30% | +20.0% |
| IWP | Ishares Russell Mid Cap Growth Etfetf | $897 | -5.5% | 9,823 | 0.0% | 0.30% | -3.9% | |
| VUG | Buy | Vanguard Growth Etfetf | $880 | 0.0% | 3,233 | +4.0% | 0.29% | +1.4% |
| IBDO | Sell | Ishares Ibonds Dec 2023 Term Corp Etfetf | $859 | -63.5% | 33,984 | -63.5% | 0.28% | -62.9% |
| TSLA | Buy | Tesla Inc | $830 | +5.1% | 3,318 | +9.9% | 0.28% | +7.0% |
| IUSV | Buy | Ishares Core S&p U S Value Etfetf | $829 | -3.9% | 11,109 | +0.7% | 0.28% | -2.5% |
| ABT | Buy | Abbott Laboratories | $802 | -11.2% | 8,284 | +0.0% | 0.27% | -9.8% |
| CVX | Chevron Corp | $801 | +7.2% | 4,750 | 0.0% | 0.27% | +9.0% | |
| IEFA | Sell | Ishares Core Msci Eafe Etfetf | $788 | -41.5% | 12,241 | -38.6% | 0.26% | -40.5% |
| MRK | Buy | Merck & Company Inc New | $782 | -10.7% | 7,594 | +0.1% | 0.26% | -9.1% |
| SCHD | Buy | Schwab U S Dividend Equity Etfetf | $716 | +8.2% | 10,112 | +11.0% | 0.24% | +10.2% |
| XLK | Sell | Sector Technology Select Sector Spdr Etfetf | $687 | -10.2% | 4,188 | -4.8% | 0.23% | -8.8% |
| FLOT | Buy | Ishares Floating Rate Bond Etfetf | $675 | +2.7% | 13,325 | +3.1% | 0.22% | +4.2% |
| IUSG | Sell | Ishares Core S&p U S Growth Etfetf | $662 | -6.2% | 6,981 | -3.4% | 0.22% | -4.8% |
| JPM | Jpmorgan Chase & Co | $661 | -0.3% | 4,559 | 0.0% | 0.22% | +0.9% | |
| FTSM | Sell | First Trust Iv Enhanced Short Maturity Etf Newetf | $654 | -43.6% | 11,001 | -43.6% | 0.22% | -42.7% |
| DFAI | Buy | Dimensional Intl Core Etfetf | $632 | -3.1% | 24,195 | +1.4% | 0.21% | -1.4% |
| DIA | Spdr Dow Jones Industrial Average Etfetf | $554 | -2.6% | 1,655 | 0.0% | 0.18% | -1.1% | |
| WPC | Buy | W P Carey Inc | $545 | -13.2% | 10,075 | +8.3% | 0.18% | -11.7% |
| FHLC | Sell | Fidelity Msci Healthcare Index Etfetf | $542 | -82.5% | 8,940 | -81.7% | 0.18% | -82.2% |
| SPYD | Buy | Spdr Portfolio S&p 500 High Dividend Etfetf | $524 | +51.4% | 14,951 | +60.3% | 0.17% | +54.0% |
| SLYV | Sell | Spdr Series Trust S&p 600 Small Cap Value Etfetf | $514 | -10.8% | 7,104 | -4.8% | 0.17% | -9.0% |
| IBMM | Buy | Ishares Ibonds Dec 2024 Term Muni Bd Etfetf | $511 | +12.6% | 19,935 | +13.0% | 0.17% | +14.9% |
| SPSM | Sell | Spdr Portfolio S&p 600 Small Cap Etfetf | $510 | -62.7% | 13,813 | -60.7% | 0.17% | -62.2% |
| MCK | Mckesson Corp | $504 | +1.6% | 1,160 | 0.0% | 0.17% | +3.1% | |
| VYM | Buy | Vanguard High Dividend Yield Etfetf | $498 | +20.3% | 4,822 | +23.5% | 0.16% | +22.2% |
| USMV | Ishares Msci Usa Min Volatility Factor Etfetf | $485 | -2.6% | 6,706 | 0.0% | 0.16% | -1.2% | |
| WM | Waste Management Inc Del | $483 | -12.2% | 3,170 | 0.0% | 0.16% | -11.1% | |
| XLU | Buy | Select Utilities Select Sector Spdr Etfetf | $474 | 0.0% | 8,045 | +11.0% | 0.16% | +1.3% |
| DFAU | Sell | Dimensional U S Core Etfetf | $471 | -9.9% | 15,722 | -6.9% | 0.16% | -8.8% |
| FTCS | Sell | First Trust Cap Strength Etfetf | $459 | -3.8% | 6,234 | -1.9% | 0.15% | -2.6% |
| IVW | Ishares S&p 500 Growth Etfetf | $408 | -2.9% | 5,964 | 0.0% | 0.14% | -1.5% | |
| ISTB | Buy | Ishares Core 1-5 Year Usd Bond Etfetf | $392 | +12.0% | 8,474 | +13.0% | 0.13% | +14.0% |
| VXUS | Buy | Vanguard Total Intl Stock Index Fund Etfetf | $390 | -4.4% | 7,282 | +0.0% | 0.13% | -3.0% |
| VTIP | Sell | Vanguard Short Term Inflation Protected Securities Etfetf | $383 | -10.7% | 8,167 | -9.7% | 0.13% | -9.3% |
| ATEC | New | Alphatec Holdings Inc New | $379 | – | 29,185 | +100.0% | 0.13% | – |
| VOO | Sell | Vanguard S&p 500 Index Etfetf | $362 | -6.7% | 922 | -3.2% | 0.12% | -5.5% |
| EEM | Sell | Ishares Msci Emerging Markets Etfetf | $363 | -15.0% | 9,565 | -11.4% | 0.12% | -14.3% |
| SPMD | Sell | Spdr Portfolio S&p 400 Mid Cap Etfetf | $356 | -59.2% | 8,129 | -57.3% | 0.12% | -58.6% |
| IYH | Sell | Ishares U S Healthcare Etfetf | $357 | -15.2% | 1,321 | -12.0% | 0.12% | -14.5% |
| TMO | Sell | Thermo Fisher Scientific Inc | $353 | -13.1% | 698 | -10.3% | 0.12% | -12.0% |
| IWV | Ishares Russell 3000 Etfetf | $349 | -3.6% | 1,424 | 0.0% | 0.12% | -1.7% | |
| XLF | Sell | Sector Financial Select Sector Spdr Etfetf | $343 | -19.3% | 10,349 | -17.8% | 0.11% | -18.0% |
| HYG | Sell | Ishares Iboxx $ High Yield Corp Bond Etfetf | $315 | -8.7% | 4,290 | -6.5% | 0.10% | -7.1% |
| PFE | Sell | Pfizer Inc | $316 | -12.2% | 9,539 | -2.9% | 0.10% | -11.0% |
| GOOG | Sell | Alphabet Inc Cl C | $315 | -5.7% | 2,388 | -13.5% | 0.10% | -3.7% |
| VZ | Sell | Verizon Communications Inc | $309 | -16.3% | 9,542 | -3.7% | 0.10% | -14.9% |
| NEE | Buy | Nextera Energy Inc | $304 | -22.4% | 5,301 | +0.2% | 0.10% | -21.1% |
| BUD | Anheuser Busch Inbev Sa/nv | $304 | -2.6% | 5,500 | 0.0% | 0.10% | -1.0% | |
| PG | Sell | Procter & Gamble Co | $294 | -9.0% | 2,016 | -5.2% | 0.10% | -7.5% |
| HD | Home Depot Inc | $296 | -2.6% | 980 | 0.0% | 0.10% | -1.0% | |
| FB | Buy | Meta Platforms Inc Cl A | $291 | +16.4% | 970 | +11.5% | 0.10% | +18.3% |
| SDY | Spdr Series Trust S&p Dividend Etfetf | $288 | -5.9% | 2,500 | 0.0% | 0.10% | -4.0% | |
| FTEC | Fidelity Msci Information Tech Index Etfetf | $277 | -5.8% | 2,254 | 0.0% | 0.09% | -4.2% | |
| IBM | Intl Business Machines Corp | $277 | +4.9% | 1,974 | 0.0% | 0.09% | +7.0% | |
| XLE | Sector Energy Select Sector Spdr Etfetf | $274 | +11.4% | 3,035 | 0.0% | 0.09% | +13.8% | |
| JMST | Sell | Jp Morgan Ultra Short Municipal Income Etfetf | $271 | -4.2% | 5,381 | -3.6% | 0.09% | -3.2% |
| EFA | Sell | Ishares Msci Eafe Etfetf | $260 | -5.8% | 3,769 | -0.9% | 0.09% | -4.4% |
| KRE | Spdr S&p Regional Banking Etfetf | $257 | +2.4% | 6,160 | 0.0% | 0.08% | +3.7% | |
| Sell | General Electric Co New | $245 | -4.7% | 2,218 | -5.2% | 0.08% | -3.6% | |
| VLUE | Ishares Msci Usa Value Factor Etfetf | $237 | -3.3% | 2,610 | 0.0% | 0.08% | -1.2% | |
| FLRN | Buy | Spdr Bloomberg Invt Grade Fltg Rate Etfetf | $237 | +0.9% | 7,748 | +1.1% | 0.08% | +2.6% |
| GLD | Spdr Gold Trust Gold Sharesetf | $236 | -3.7% | 1,376 | 0.0% | 0.08% | -2.5% | |
| STOT | New | Ssga Active Tr Spdr Doubleline Shrt Dur Total Return Tacticl Etfetf | $231 | – | 5,000 | +100.0% | 0.08% | – |
| IBDQ | Buy | Ishares Ibonds Dec 2025 Term Corp Etfetf | $225 | +1.8% | 9,244 | +1.8% | 0.08% | +4.2% |
| PEP | Sell | Pepsico Inc | $222 | -12.9% | 1,308 | -5.1% | 0.07% | -10.8% |
| JNJ | Johnson & Johnson | $220 | -5.6% | 1,410 | 0.0% | 0.07% | -3.9% | |
| COST | Costco Wholesale Corp | $215 | +4.9% | 380 | 0.0% | 0.07% | +6.0% | |
| RTX | Rtx Corp | $212 | -26.6% | 2,946 | 0.0% | 0.07% | -25.5% | |
| UNH | Unitedhealth Group Inc | $212 | +5.0% | 420 | 0.0% | 0.07% | +6.1% | |
| IBTF | New | Ishares Ibonds Dec 2025 Term Treasury Etfetf | $207 | – | 8,998 | +100.0% | 0.07% | – |
| XLV | Buy | Sector Healthcare Select Sector Spdr Etfetf | $204 | +2.0% | 1,585 | +5.0% | 0.07% | +4.6% |
| ADP | New | Automatic Data Processing Inc | $204 | – | 848 | +100.0% | 0.07% | – |
| BMY | Bristol Myers Squibb Company | $204 | -9.3% | 3,512 | 0.0% | 0.07% | -8.1% | |
| KO | Buy | Coca-cola Company | $204 | -7.3% | 3,651 | +0.1% | 0.07% | -5.6% |
| DIS | Sell | Walt Disney Co | $203 | -12.1% | 2,510 | -2.9% | 0.07% | -11.8% |
| AVGO | Broadcom Inc | $200 | -4.3% | 241 | 0.0% | 0.07% | -2.9% | |
| GLTC | Geltech Solutions Inc | $0 | – | 85,556 | 0.0% | 0.00% | – | |
| BLOZF | Exit | Cannabix Technologies Inc | $0 | – | -22,000 | -100.0% | -0.00% | – |
| AMZN | Exit | Amazon.com Inc | $0 | – | -1,560 | -100.0% | -0.07% | – |
| MUB | Exit | Ishares National Muni Bond Etfetf | $0 | – | -1,950 | -100.0% | -0.07% | – |
| CALF | Exit | Pacer U S Small Cap Cash Cows 100 Etfetf | $0 | – | -6,000 | -100.0% | -0.08% | – |
| SPMB | Exit | Spdr Mortgage Backed Bond Etfetf | $0 | – | -11,425 | -100.0% | -0.08% | – |
| Exit | First Trust LTD Duration Investment Grade Corp Etfetf | $0 | – | -17,800 | -100.0% | -0.11% | – | |
| SPTL | Exit | Spdr Portfolio Long Term Treasury Etfetf | $0 | – | -14,600 | -100.0% | -0.14% | – |
| RWR | Exit | Spdr Series Trust Dow Jones Reit Etfetf | $0 | – | -5,000 | -100.0% | -0.15% | – |
| ILTB | Exit | Ishares Core 10 Year Usd Bond Etfetf | $0 | – | -14,500 | -100.0% | -0.25% | – |
| SRLN | Exit | Spdr Blackstone Senior Ln Etfetf | $0 | – | -24,783 | -100.0% | -0.34% | – |
| FCTR | Exit | First Trust Lunt U S Factor Rotation Etfetf | $0 | – | -244,947 | -100.0% | -2.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 24 | Q3 2023 | 25.6% |
| ISHARES CORE S&P TOTAL U S STOCK MARKET ETF | 24 | Q3 2023 | 9.9% |
| First Trust Exchange Traded Fund Vi Rising Div Achievers Etf | 24 | Q3 2023 | 8.7% |
| Ishares Msci Usa Momentum Factor Etf | 24 | Q3 2023 | 7.6% |
| First Trust Exch Traded Fd Iii Managed Mun Etf | 24 | Q3 2023 | 4.8% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 24 | Q3 2023 | 5.1% |
| SPDR S&P MID CAP 400 ETF | 24 | Q3 2023 | 2.0% |
| ISHARES RUSSELL 2000 ETF | 24 | Q3 2023 | 1.7% |
| SPDR S&P 500 ETF | 24 | Q3 2023 | 1.5% |
| ISHARES CORE MSCI TOTAL INTL STOCK ETF | 24 | Q3 2023 | 1.7% |
View Eldridge Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Eldridge Investment Advisors, Inc.'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.