$360 Million is the total value of VIRIDIAN RIA, LLC's 67 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMB | New | ISHARES TRjpmorgan usd emg | $16,626,000 | – | 143,435 | +100.0% | 4.62% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $13,838,000 | – | 156,276 | +100.0% | 3.84% | – |
| SNOW | New | SNOWFLAKE INCcl a | $2,231,000 | – | 7,929 | +100.0% | 0.62% | – |
| WYNN | New | WYNN RESORTS LTD | $1,969,000 | – | 17,447 | +100.0% | 0.55% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $446,000 | – | 6,600 | +100.0% | 0.12% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $300,000 | – | 2,656 | +100.0% | 0.08% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $222,000 | – | 127 | +100.0% | 0.06% | – |
| VLUE | New | ISHARES TRmsci usa value | $217,000 | – | 2,500 | +100.0% | 0.06% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $207,000 | – | 444 | +100.0% | 0.06% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $201,000 | – | 3,844 | +100.0% | 0.06% | – |
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $151,000 | – | 10,000 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
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.