$84.8 Million is the total value of Mangham Associates,LLC's 48 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -2,359 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-01
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.