$100 Million is the total value of Hillcrest Wealth Advisors - NY, LLC's 41 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $712,000 | – | 8,180 | +100.0% | 0.71% | – |
| IEMG | New | ISHARES INCcore msci emkt | $267,000 | – | 6,600 | +100.0% | 0.27% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $247,000 | – | 4,450 | +100.0% | 0.25% | – |
| AMZN | New | AMAZON COM INC | $238,000 | – | 122 | +100.0% | 0.24% | – |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $186,000 | – | 16,550 | +100.0% | 0.18% | – |
| GCI | New | GANNETT CO INC | $54,000 | – | 36,299 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-28
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.