$120 Million is the total value of Hillcrest Wealth Advisors - NY, LLC's 38 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -4,250 | -100.0% | -0.18% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -2,101 | -100.0% | -0.27% | – |
| XBI | Exit | SPDR SERIES TRUSTs&p biotech | $0 | – | -4,400 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 23 | Q2 2024 | 24.3% |
| SPDR S&P 500 ETF TR | 23 | Q2 2024 | 16.6% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 10.0% |
| ISHARES TR | 23 | Q2 2024 | 9.1% |
| ISHARES TR | 23 | Q2 2024 | 6.7% |
| ISHARES TR | 23 | Q2 2024 | 6.4% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q2 2024 | 5.8% |
| ISHARES TR | 23 | Q2 2024 | 4.6% |
| ISHARES TR | 23 | Q2 2024 | 4.4% |
| ISHARES TR | 23 | Q2 2024 | 4.0% |
View Hillcrest Wealth Advisors - NY, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-19 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-02 |
View Hillcrest Wealth Advisors - NY, 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.