Alaska Wealth Advisors - Q4 2021 holdings

$564 Million is the total value of Alaska Wealth Advisors's 51 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .

 Value Shares↓ Weighting
VTI  VANGUARD INDEX FDStotal stk mkt$892,000
+8.6%
3,6960.0%0.16%
+0.6%
MCD  MCDONALDS CORP$322,000
+11.0%
1,2020.0%0.06%
+1.8%
TFI  SPDR SER TRnuveen blmbrg mu$216,0000.0%4,1810.0%0.04%
-7.3%
VWO  VANGUARD INTL EQUITY INDEX Fftse emr mkt etf$200,000
-1.0%
4,0480.0%0.04%
-10.3%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-01-19
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR S&P 500 ETF TR24Q3 202325.1%
VANGUARD TOTAL BOND MARKET ETF24Q3 202314.5%
ISHARES TR24Q3 202311.2%
ISHARES TR24Q3 202312.1%
ISHARES INC24Q3 20236.9%
SPDR SER TR24Q3 20237.5%
ISHARES TR24Q3 20236.1%
VANGUARD SHORT-TERM TIPS ETF24Q3 20234.3%
VANGUARD TOTAL INTL BOND ETF24Q3 20234.0%
VANGUARD REIT ETF24Q3 20235.4%

View Alaska Wealth Advisors's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-18
13F-HR2024-01-16
13F-HR2023-10-31
13F-HR2023-07-28
13F-HR2023-05-09
13F-HR2023-02-01
13F-HR2022-10-24
13F-HR2022-07-15
13F-HR2022-04-11
13F-HR2022-01-19

View Alaska Wealth Advisors's complete filings history.

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