$430 Million is the total value of VIRIDIAN RIA, LLC's 81 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGX | Exit | INVESCO EXCH TRADED FD TR IIpfd etf | $0 | – | -12,556 | -100.0% | -0.04% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -444 | -100.0% | -0.06% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -6,159 | -100.0% | -0.24% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -42,470 | -100.0% | -0.33% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -10,880 | -100.0% | -0.52% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -162,456 | -100.0% | -3.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-26
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.