$404 Million is the total value of Financial Advisors, LLC's 73 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AOM | New | ISHARES TRmodert alloc etf | $293,260 | – | 7,533 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 20 | Q3 2023 | 30.4% |
ISHARES TR | 20 | Q3 2023 | 24.0% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 11.7% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 17.0% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 15.4% |
ISHARES TR | 20 | Q3 2023 | 7.1% |
MICROSOFT CORP | 20 | Q3 2023 | 2.2% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 2.2% |
ISHARES TR | 20 | Q3 2023 | 1.5% |
APPLE INC | 20 | Q3 2023 | 1.4% |
View Financial Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-05 |
13F-HR | 2023-10-10 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-11 |
13F-HR | 2021-11-12 |
View Financial 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.