$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,587,000 | +17.4% | 3 | 0.0% | 0.37% | +29.0% | |
T | AT&T INC | $734,000 | -3.9% | 31,042 | 0.0% | 0.17% | +6.2% | |
GOOG | ALPHABET INCcap stk cl c | $455,000 | -3.6% | 163 | 0.0% | 0.11% | +6.0% |
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.