$277 Million is the total value of VIRIDIAN RIA, LLC's 61 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLK | New | SELECT SECTOR SPDR TRtechnology | $12,136,000 | – | 116,136 | +100.0% | 4.38% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $10,863,000 | – | 469,430 | +100.0% | 3.92% | – |
| NVDA | New | NVIDIA CORPORATION | $1,700,000 | – | 4,476 | +100.0% | 0.61% | – |
| EEMV | New | ISHARES INCmin vol emrg mkt | $520,000 | – | 10,000 | +100.0% | 0.19% | – |
| MTUM | New | ISHARES TRusa momentum fct | $328,000 | – | 2,500 | +100.0% | 0.12% | – |
| EFAV | New | ISHARES TRmin vol eafe etf | $317,000 | – | 4,800 | +100.0% | 0.12% | – |
| ADBE | New | ADOBE INC | $219,000 | – | 503 | +100.0% | 0.08% | – |
| TSLA | New | TESLA INC | $203,000 | – | 188 | +100.0% | 0.07% | – |
| V | New | VISA INC | $203,000 | – | 1,052 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 17 | Q1 2022 | 2.2% |
| ALPHABET INC | 17 | Q1 2022 | 1.0% |
| APPLE INC | 17 | Q1 2022 | 1.3% |
| BERKSHIRE HATHAWAY INC DEL | 17 | Q1 2022 | 0.6% |
| AT&T INC | 17 | Q1 2022 | 0.6% |
| AMGEN INC | 17 | Q1 2022 | 0.2% |
| VANGUARD TAX-MANAGED INTL FD | 16 | Q1 2022 | 12.6% |
| SPDR S&P 500 ETF TR | 16 | Q1 2022 | 12.8% |
| ISHARES TR | 16 | Q1 2022 | 10.9% |
| SPDR S&P MIDCAP 400 ETF TR | 16 | Q1 2022 | 10.6% |
View VIRIDIAN RIA, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-14 |
| 13F-HR | 2021-10-08 |
| 13F-HR | 2021-07-30 |
| 13F-HR | 2021-05-10 |
| 13F-HR | 2021-02-09 |
| 13F-HR | 2020-11-09 |
| 13F-HR | 2020-08-12 |
| 13F-HR | 2020-04-09 |
| 13F-HR | 2020-01-13 |
View VIRIDIAN RIA, 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.