$89.7 Million is the total value of Mangham Associates,LLC's 1 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Sell | VANGUARD INDEX FDS | $73,543,000 | +0.3% | 239,050 | -7.6% | 78.81% | +0.8% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st eft | $16,157,000 | -3.9% | 200,358 | -10.9% | 17.31% | -3.4% |
| VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $1,770,000 | +9.9% | 32,514 | +9.2% | 1.90% | +10.4% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,107,000 | -26.5% | 12,552 | -26.4% | 1.19% | -26.2% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $741,000 | +36.7% | 8,927 | +36.9% | 0.79% | +37.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
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.