Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO EXCH TRADED FD TR II | 19 | Q2 2024 | 16.1% |
VANGUARD INDEX FDS | 19 | Q2 2024 | 11.9% |
APPLE INC | 19 | Q2 2024 | 2.5% |
SNAP INC | 19 | Q2 2024 | 6.4% |
ISHARES TR | 19 | Q2 2024 | 3.6% |
ALPHABET INC | 19 | Q2 2024 | 2.4% |
SPDR S&P 500 ETF TR | 19 | Q2 2024 | 3.8% |
META PLATFORMS INC | 19 | Q2 2024 | 1.5% |
MICROSOFT CORP | 19 | Q2 2024 | 1.5% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 2.2% |
View Adero Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-02 |
13F-HR | 2024-07-30 |
13F-HR | 2024-04-29 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-07 |
13F-HR | 2022-10-25 |
13F-HR | 2022-07-14 |
View Adero Partners, 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.