| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 23 | Q2 2024 | 36.4% |
| SPDR S&P 500 ETF TR | 23 | Q2 2024 | 16.7% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 6.8% |
| VANGUARD SCOTTSDALE FDS | 23 | Q2 2024 | 7.7% |
| SPDR GOLD TRUST | 23 | Q2 2024 | 5.6% |
| ISHARES TR | 23 | Q2 2024 | 2.4% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 3.7% |
| ALPHABET INC | 23 | Q2 2024 | 2.5% |
| APPLE INC | 23 | Q2 2024 | 1.3% |
| SPDR S&P MIDCAP 400 ETF TR | 23 | Q2 2024 | 1.0% |
View ELEMENT POINTE ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR/A | 2024-08-21 |
| 13F-HR/A | 2024-08-21 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
View ELEMENT POINTE 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.