$53.9 Million is the total value of Mangham Associates,LLC's 14 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
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.