23 is the total number of securities Mangham Associates,LLC has owned. The longest Mangham Associates,LLC has owned a single stock is 24 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| VOO | VANGUARD INDEX FDS | 24 | 24 | 24.86% | 58.86% | 79.36% | Q4 2017 | Q3 2023 | 24 |
| VT | VANGUARD INTL EQUITY I... | 24 | 24 | 13.16% | 22.58% | 33.45% | Q4 2017 | Q3 2023 | 24 |
| BSV | VANGUARD BD INDEX FDS | 15 | 7 | 0.50% | 1.57% | 5.88% | Q4 2017 | Q3 2023 | 22 |
| VTEB | VANGUARD MUN BD FDS | 12 | 2 | 0.22% | 1.04% | 1.90% | Q4 2017 | Q4 2021 | 14 |
| BND | VANGUARD BD INDEX FDS | 8 | 4 | 0.04% | 0.65% | 1.68% | Q1 2020 | Q1 2023 | 12 |
| VEA | VANGUARD TAX-MANAGED I... | 6 | 2 | 0.04% | 0.59% | 1.20% | Q4 2017 | Q3 2023 | 11 |
| MINT | PIMCO ETF TR | 10 | 10 | 2.69% | 20.71% | 34.61% | Q2 2021 | Q3 2023 | 10 |
| BEPC | BROOKFIELD RENEWABLE CORP | 9 | 9 | 0.75% | 2.40% | 4.04% | Q3 2021 | Q3 2023 | 9 |
| GLD | SPDR GOLD TR | 7 | 7 | 0.46% | 1.67% | 7.27% | Q1 2022 | Q3 2023 | 7 |
| GNR | SPDR INDEX SHS FDS | 7 | 7 | 0.23% | 0.60% | 0.81% | Q1 2022 | Q3 2023 | 7 |
| SCHH | SCHWAB STRATEGIC TR | 7 | 7 | 0.23% | 0.40% | 0.54% | Q1 2022 | Q3 2023 | 7 |
| IEFA | ISHARES TR | 7 | 7 | 0.10% | 0.13% | 0.19% | Q4 2017 | Q2 2019 | 7 |
| VTV | VANGUARD INDEX FDS | 6 | 6 | 10.50% | 13.27% | 16.80% | Q2 2022 | Q3 2023 | 6 |
| PICK | ISHARES INC | 6 | 6 | 0.76% | 2.96% | 4.69% | Q2 2022 | Q3 2023 | 6 |
| IJR | ISHARES TR | 6 | 6 | 0.19% | 2.39% | 4.48% | Q2 2022 | Q3 2023 | 6 |
| VCSH | VANGUARD SCOTTSDALE FDS | 6 | 6 | 0.43% | 0.76% | 1.05% | Q2 2022 | Q3 2023 | 6 |
| IEMG | ISHARES INC | 6 | 6 | 0.13% | 0.63% | 1.78% | Q4 2021 | Q1 2023 | 6 |
| VO | VANGUARD INDEX FDS | 6 | 6 | 0.33% | 0.48% | 0.62% | Q2 2022 | Q3 2023 | 6 |
| VOOV | VANGUARD ADMIRAL FDS INC | 5 | 5 | 0.41% | 0.56% | 0.72% | Q2 2022 | Q2 2023 | 5 |
| WORLD GOLD TR | 4 | 4 | 0.94% | 1.63% | 2.42% | Q3 2022 | Q2 2023 | 4 | |
| IGF | ISHARES TR | 4 | 4 | 0.13% | 0.15% | 0.18% | Q2 2022 | Q1 2023 | 4 |
| XME | SPDR SER TR | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2022 | Q1 2022 | 1 |
| BNDX | VANGUARD CHARLOTTE FDS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Download | |||||||||
The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD INTL EQUITY INDEX F, and VANGUARD BD INDEX FDS, are the highest-conviction holdings of Mangham Associates,LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Mangham Associates,LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Mangham Associates,LLC owns currently or has owned in the past.