$133 Million is the total value of Mangham Associates,LLC's 1 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $99,120,000 | +20.6% | 381,908 | +6.8% | 74.69% | +1.2% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st eft | $30,824,000 | +11.9% | 421,272 | +0.1% | 23.23% | -6.1% |
| BSV | VANGUARD BD INDEX FD INCshort trm bond | $1,486,000 | +1.3% | 18,669 | 0.0% | 1.12% | -15.0% | |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $749,000 | – | 18,323 | +100.0% | 0.56% | – |
| VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $398,000 | – | 7,623 | +100.0% | 0.30% | – |
| IEFA | ISHARES TRcore msci eafe | $131,000 | +10.1% | 2,161 | 0.0% | 0.10% | -7.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 24 | Q3 2023 | 79.4% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 33.5% |
| VANGUARD BD INDEX FDS | 22 | Q3 2023 | 5.9% |
| VANGUARD MUN BD FDS | 14 | Q4 2021 | 1.9% |
| VANGUARD BD INDEX FDS | 12 | Q1 2023 | 1.7% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q3 2023 | 1.2% |
| PIMCO ETF TR | 10 | Q3 2023 | 34.6% |
| BROOKFIELD RENEWABLE CORP | 9 | Q3 2023 | 4.0% |
| SPDR GOLD TR | 7 | Q3 2023 | 7.3% |
| SPDR INDEX SHS FDS | 7 | Q3 2023 | 0.8% |
View Mangham Associates,LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-10 |
View Mangham Associates,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.