$302 Million is the total value of VIRIDIAN RIA, LLC's 61 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,927,000 | +9.8% | 14,980 | 0.0% | 0.64% | +0.6% | |
| IWS | ISHARES TRrus mdcp val etf | $950,000 | +5.7% | 11,752 | 0.0% | 0.32% | -3.1% | |
| COST | COSTCO WHSL CORP NEW | $725,000 | +17.1% | 2,041 | 0.0% | 0.24% | +7.1% | |
| HD | HOME DEPOT INC | $705,000 | +10.8% | 2,540 | 0.0% | 0.23% | +1.3% | |
| IWM | ISHARES TRrussell 2000 etf | $674,000 | +4.7% | 4,499 | 0.0% | 0.22% | -4.3% | |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $606,000 | -0.5% | 12,286 | 0.0% | 0.20% | -8.6% | |
| UCON | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $599,000 | +1.9% | 22,853 | 0.0% | 0.20% | -6.6% | |
| EEMV | ISHARES INCmsci emerg mrkt | $552,000 | +6.2% | 10,000 | 0.0% | 0.18% | -2.7% | |
| EFAV | ISHARES TRmsci eafe min vl | $327,000 | +3.2% | 4,800 | 0.0% | 0.11% | -6.1% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $247,000 | +12.8% | 503 | 0.0% | 0.08% | +3.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-09
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.