| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 23 | Q2 2024 | 20.3% |
| ISHARES TR | 23 | Q2 2024 | 19.8% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q2 2024 | 21.1% |
| ISHARES TR | 23 | Q2 2024 | 7.2% |
| ISHARES TR | 23 | Q2 2024 | 8.5% |
| ISHARES TR | 23 | Q2 2024 | 5.8% |
| VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF | 23 | Q2 2024 | 4.7% |
| ISHARES TR | 23 | Q2 2024 | 11.8% |
| VANGUARD S&P 500 ETF | 23 | Q2 2024 | 2.7% |
| APPLE INC COM USD0.00001 | 23 | Q2 2024 | 2.2% |
View Alera Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-10 |
View Alera Investment 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.