| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Exit | VANGUARD GROUPdiv app etf | $0 | – | -24 | -100.0% | -0.09% | – |
| VGLT | Exit | VANGUARD SCOTTSDALE FDSlong term treas | $0 | – | -45 | -100.0% | -0.12% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -13 | -100.0% | -0.12% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -39 | -100.0% | -0.12% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -24 | -100.0% | -0.12% | – |
| RWO | Exit | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | -94 | -100.0% | -0.15% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -39 | -100.0% | -0.18% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -195 | -100.0% | -0.22% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -71 | -100.0% | -0.25% | – |
| GOOG | Exit | ALPHABET INCcap stk cl a | $0 | – | -14 | -100.0% | -0.46% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -252 | -100.0% | -0.86% | – |
| IGE | Exit | ISHARES TRnorth amern nat | $0 | – | -1,039 | -100.0% | -0.99% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -844 | -100.0% | -1.17% | – |
| SLV | Exit | ISHARES SILVER TRUSTishares | $0 | – | -2,673 | -100.0% | -1.17% | – |
| REZ | Exit | ISHARES TRresidnl real est | $0 | – | -537 | -100.0% | -1.20% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -465 | -100.0% | -1.33% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -162 | -100.0% | -1.36% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -1,080 | -100.0% | -1.39% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -456 | -100.0% | -1.88% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -587 | -100.0% | -3.06% | – |
| FXF | Exit | INVESCO CURNCYSHS SWISS FRANswiss franc | $0 | – | -1,107 | -100.0% | -3.24% | – |
| AAPL | Exit | APPLE INC | $0 | – | -603 | -100.0% | -3.67% | – |
| AMZN | Exit | AMAZON.COM INC | $0 | – | -66 | -100.0% | -3.86% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -1,496 | -100.0% | -4.04% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -3,109 | -100.0% | -4.07% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -935 | -100.0% | -5.56% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -520 | -100.0% | -5.90% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -2,123 | -100.0% | -7.01% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -2,343 | -100.0% | -8.98% | – |
| ILF | Exit | ISHARES TRlatn amer 40 etf | $0 | – | -35,926 | -100.0% | -37.41% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 2 | Q2 2019 | 37.4% |
| ISHARES TR | 2 | Q2 2019 | 13.1% |
| ISHARES TR | 2 | Q2 2019 | 7.0% |
| ALIBABA GROUP HLDG LTD | 2 | Q2 2019 | 6.1% |
| ISHARES TR | 2 | Q2 2019 | 7.9% |
| INVESCO CURNCYSHS SWISS FRAN | 2 | Q2 2019 | 4.0% |
| VANGUARD INDEX FDS | 2 | Q2 2019 | 4.0% |
| SPDR GOLD TRUST | 2 | Q2 2019 | 3.2% |
| VANGUARD GROUP | 2 | Q2 2019 | 4.8% |
| ISHARES TR | 2 | Q2 2019 | 2.3% |
View Belvedere Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2023-08-11 |
| 13F-NT | 2023-05-15 |
| 13F-NT | 2023-02-13 |
| 13F-NT | 2022-11-14 |
| 13F-NT | 2022-08-12 |
| 13F-NT | 2022-05-13 |
| 13F-NT | 2022-02-08 |
| 13F-NT | 2021-11-15 |
| 13F-NT | 2021-08-16 |
| 13F-NT | 2021-05-12 |
View Belvedere Advisors 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.