$172 Million is the total value of C-J Advisory, Inc.'s 33 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | New | VANGUARD GROWTH ETFgrowth etf | $3,849,000 | – | 14,974 | +100.0% | 2.24% | – |
| SUSB | New | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETFesg awre 1 5 yr | $792,000 | – | 30,529 | +100.0% | 0.46% | – |
| BAC | New | BK OF AMERICA CORP COM | $240,000 | – | 6,211 | +100.0% | 0.14% | – |
| VTV | New | VANGUARD VALUE ETFvalue etf | $215,000 | – | 1,635 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FLEXSHARES TRUST MORNSTAR USMKT ETF | 21 | Q3 2021 | 23.8% |
| FLEXSHARES TRUST M STAR DEV MKT ETF | 21 | Q3 2021 | 11.1% |
| VANGUARD LARGE-CAP INDEX FUND | 21 | Q3 2021 | 8.6% |
| ISHARES RUSSELL TOP 200 ETF | 21 | Q3 2021 | 7.9% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 21 | Q3 2021 | 9.4% |
| VANGUARD SHORT TERM BOND | 21 | Q3 2021 | 6.8% |
| ISHARES CORE MSCI EAFE ETF | 21 | Q3 2021 | 5.2% |
| AUTODESK INC | 21 | Q3 2021 | 7.0% |
| ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 21 | Q3 2021 | 4.3% |
| ISHARES CORE MSCI EMERGING MKTS | 21 | Q3 2021 | 3.2% |
View C-J Advisory, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-10-13 |
| 13F-HR | 2021-07-28 |
| 13F-HR | 2021-05-06 |
| 13F-HR | 2021-01-29 |
| 13F-HR | 2020-10-27 |
| 13F-HR | 2020-08-03 |
| 13F-HR | 2020-04-30 |
| 13F-HR | 2020-02-10 |
| 13F-HR | 2019-10-09 |
| 13F-HR | 2019-07-03 |
View C-J Advisory, Inc.'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.