$610 Million is the total value of Adero Partners, LLC's 155 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 18.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $63,370,000 | +6.7% | 2,187,427 | -2.2% | 10.39% | -3.0% |
AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $52,151,000 | +29.9% | 650,592 | +19.4% | 8.55% | +18.1% |
SNOW | Buy | SNOWFLAKE INCcl a | $45,127,000 | +153.2% | 133,216 | +126.0% | 7.40% | +130.2% |
DDOG | DATADOG INC | $39,087,000 | +26.0% | 219,453 | 0.0% | 6.41% | +14.6% | |
DASH | Buy | DOORDASH INCcl a | $33,095,000 | -14.0% | 222,264 | +18.9% | 5.43% | -21.8% |
AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $29,513,000 | +17.9% | 465,580 | +16.2% | 4.84% | +7.2% |
DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $26,491,000 | +9.4% | 441,590 | +4.8% | 4.34% | -0.5% |
TWLO | Buy | TWILIO INCcl a | $18,976,000 | -14.2% | 72,058 | +3.9% | 3.11% | -22.0% |
DFAT | Sell | DIMENSIONAL ETF TRUSTus targeted vlu | $17,871,000 | +0.6% | 376,082 | -6.0% | 2.93% | -8.5% |
AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $16,986,000 | +32.4% | 268,262 | +34.9% | 2.78% | +20.4% |
DFUS | DIMENSIONAL ETF TRUSTus equity etf | $14,905,000 | +9.6% | 288,299 | 0.0% | 2.44% | -0.3% | |
FTCH | Buy | FARFETCH LTDord sh cl a | $14,636,000 | +10.5% | 437,823 | +23.9% | 2.40% | +0.5% |
VOO | Buy | VANGUARD INDEX FDS | $14,210,000 | +12.1% | 32,549 | +1.2% | 2.33% | +1.9% |
RLX | Sell | RLX TECHNOLOGY INCsponsored ads | $12,188,000 | -32.5% | 3,125,244 | -21.8% | 2.00% | -38.6% |
PATH | Sell | UIPATH INCcl a | $9,671,000 | -18.9% | 224,237 | -1.1% | 1.59% | -26.3% |
DT | Buy | DYNATRACE INC | $9,398,000 | -11.0% | 155,724 | +4.7% | 1.54% | -19.0% |
GOOG | Buy | ALPHABET INCcap stk cl c | $8,882,000 | +12.6% | 3,070 | +3.7% | 1.46% | +2.3% |
CDAY | Sell | CERIDIAN HCM HLDG INC | $8,384,000 | -10.2% | 80,263 | -3.2% | 1.38% | -18.3% |
RBLX | Sell | ROBLOX CORPcl a | $8,270,000 | -36.3% | 80,167 | -53.4% | 1.36% | -42.1% |
LIGHTSPEED COMMERCE INC | $6,393,000 | -58.1% | 158,131 | 0.0% | 1.05% | -61.9% | ||
PCOR | Buy | PROCORE TECHNOLOGIES INC | $6,022,000 | -6.0% | 75,300 | +5.0% | 0.99% | -14.5% |
AAPL | Sell | APPLE INC | $5,645,000 | +21.6% | 31,788 | -3.1% | 0.93% | +10.6% |
FB | Buy | META PLATFORMS INCcl a | $5,531,000 | +53.3% | 16,444 | +54.7% | 0.91% | +39.5% |
TSLA | Buy | TESLA INC | $5,479,000 | +426.3% | 5,185 | +286.1% | 0.90% | +377.7% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,888,000 | +16.8% | 10,292 | +5.5% | 0.80% | +6.2% |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $4,552,000 | +8.9% | 66,323 | -3.5% | 0.75% | -1.1% |
ESML | Buy | ISHARES TResg aware msci | $4,336,000 | +8.2% | 107,531 | +4.7% | 0.71% | -1.7% |
IWM | Sell | ISHARES TRrussell 2000 etf | $4,293,000 | +1.1% | 19,300 | -0.6% | 0.70% | -8.1% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $4,164,000 | +13.0% | 35,897 | -0.8% | 0.68% | +2.9% |
AMZN | Buy | AMAZON COM INC | $3,962,000 | +40.5% | 1,188 | +38.5% | 0.65% | +27.7% |
MDB | New | MONGODB INCcl a | $3,870,000 | – | 7,310 | +100.0% | 0.64% | – |
MSFT | Buy | MICROSOFT CORP | $3,817,000 | +44.8% | 11,349 | +21.4% | 0.63% | +31.8% |
LYEL | New | LYELL IMMUNOPHARMA INC | $3,803,000 | – | 491,372 | +100.0% | 0.62% | – |
LYFT | Buy | LYFT INC | $3,661,000 | -18.6% | 85,667 | +2.1% | 0.60% | -26.0% |
VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $3,567,000 | -0.5% | 56,115 | -1.0% | 0.58% | -9.4% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $3,419,000 | +7.7% | 1,180 | -0.7% | 0.56% | -2.1% |
Sell | DIMENSIONAL ETF TRUSTinternatnal val | $2,822,000 | -7.3% | 85,978 | -7.6% | 0.46% | -15.7% | |
SKLZ | SKILLZ INC | $2,785,000 | -24.2% | 374,297 | 0.0% | 0.46% | -31.1% | |
DCT | DUCK CREEK TECHNOLOGIES INC | $2,778,000 | -31.9% | 92,272 | 0.0% | 0.46% | -38.0% | |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $2,517,000 | -20.0% | 21,188 | -0.3% | 0.41% | -27.2% |
SNAP | Sell | SNAP INCcl a | $2,333,000 | -36.3% | 49,600 | -0.0% | 0.38% | -42.1% |
NOW | New | SERVICENOW INC | $2,258,000 | – | 3,478 | +100.0% | 0.37% | – |
VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $2,080,000 | +1.6% | 23,156 | 0.0% | 0.34% | -7.6% | |
SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $2,048,000 | -0.8% | 37,992 | -0.2% | 0.34% | -9.7% |
SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,987,000 | +5.8% | 12,133 | -4.3% | 0.33% | -3.8% |
INTU | Sell | INTUIT | $1,975,000 | +16.7% | 3,071 | -2.1% | 0.32% | +6.2% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $1,802,000 | +9.3% | 12,381 | -1.1% | 0.30% | -0.7% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,779,000 | +61.0% | 15,634 | +47.2% | 0.29% | +46.7% |
DVY | ISHARES TRselect divid etf | $1,579,000 | +6.8% | 12,880 | 0.0% | 0.26% | -3.0% | |
IWD | ISHARES TRrus 1000 val etf | $1,531,000 | +7.4% | 9,114 | 0.0% | 0.25% | -2.3% | |
ABNB | New | AIRBNB INC | $1,466,000 | – | 8,808 | +100.0% | 0.24% | – |
IWB | Sell | ISHARES TRrus 1000 etf | $1,453,000 | +8.8% | 5,496 | -0.5% | 0.24% | -1.2% |
SCZ | ISHARES TReafe sml cp etf | $1,427,000 | -1.8% | 19,529 | 0.0% | 0.23% | -10.7% | |
VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,360,000 | +5.5% | 12,658 | 0.0% | 0.22% | -3.9% | |
UBER | UBER TECHNOLOGIES INC | $1,307,000 | -6.4% | 31,172 | 0.0% | 0.21% | -15.1% | |
PANW | Buy | PALO ALTO NETWORKS INC | $1,267,000 | +500.5% | 2,276 | +416.1% | 0.21% | +447.4% |
FLRN | Buy | SPDR SER TRbloomberg invt | $1,246,000 | +0.1% | 40,725 | +0.3% | 0.20% | -9.3% |
BAC | Sell | BK OF AMERICA CORP | $1,209,000 | +4.8% | 27,182 | -0.0% | 0.20% | -4.8% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,164,000 | +9.5% | 4,822 | +0.8% | 0.19% | -0.5% |
IQLT | Sell | ISHARES TRmsci intl qualty | $1,144,000 | -7.7% | 29,040 | -11.2% | 0.19% | -15.7% |
IVV | ISHARES TRcore s&p500 etf | $1,081,000 | +10.8% | 2,266 | 0.0% | 0.18% | +0.6% | |
NKE | Buy | NIKE INCcl b | $1,021,000 | +17.5% | 6,126 | +2.4% | 0.17% | +6.4% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,010,000 | +71.8% | 3,378 | +56.8% | 0.17% | +56.6% |
VXF | VANGUARD INDEX FDSextend mkt etf | $1,007,000 | +0.2% | 5,509 | 0.0% | 0.16% | -8.8% | |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $920,000 | +4.0% | 16,760 | +3.8% | 0.15% | -5.6% |
FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $908,000 | +5.1% | 15,493 | -3.3% | 0.15% | -4.5% |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $890,000 | +1.1% | 17,439 | +0.0% | 0.15% | -8.2% |
SDY | SPDR SER TRs&p divid etf | $888,000 | +9.9% | 6,875 | 0.0% | 0.15% | 0.0% | |
JNJ | Sell | JOHNSON & JOHNSON | $884,000 | +0.7% | 5,166 | -4.9% | 0.14% | -8.2% |
IWF | ISHARES TRrus 1000 grw etf | $880,000 | +11.5% | 2,880 | 0.0% | 0.14% | +1.4% | |
NVDA | Sell | NVIDIA CORPORATION | $869,000 | +40.8% | 2,953 | -0.8% | 0.14% | +28.8% |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $846,000 | +7.6% | 1,634 | 0.0% | 0.14% | -2.1% | |
ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $801,000 | – | 4,358 | +100.0% | 0.13% | – |
WFC | WELLS FARGO CO NEW | $795,000 | +3.4% | 16,570 | 0.0% | 0.13% | -6.5% | |
SPOT | New | SPOTIFY TECHNOLOGY S A | $702,000 | – | 3,000 | +100.0% | 0.12% | – |
BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $695,000 | -84.4% | 8,597 | -84.2% | 0.11% | -85.8% |
NKTR | NEKTAR THERAPEUTICS | $696,000 | -24.8% | 51,500 | 0.0% | 0.11% | -31.7% | |
SQ | Buy | BLOCK INCcl a | $693,000 | +103.8% | 4,289 | +202.9% | 0.11% | +86.9% |
TDOC | TELADOC HEALTH INC | $665,000 | -27.6% | 7,239 | 0.0% | 0.11% | -34.3% | |
TXN | Sell | TEXAS INSTRS INC | $664,000 | -6.7% | 3,523 | -4.9% | 0.11% | -14.8% |
CRM | Sell | SALESFORCE COM INC | $639,000 | -56.4% | 2,515 | -53.5% | 0.10% | -60.2% |
FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $630,000 | +3.1% | 11,328 | -2.3% | 0.10% | -6.4% |
FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $628,000 | -4.0% | 19,319 | -3.0% | 0.10% | -12.7% |
IEFA | Buy | ISHARES TRcore msci eafe | $624,000 | +3.1% | 8,358 | +2.5% | 0.10% | -6.4% |
OKTA | New | OKTA INCcl a | $614,000 | – | 2,737 | +100.0% | 0.10% | – |
SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $616,000 | +13.2% | 11,698 | -1.8% | 0.10% | +3.1% |
FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $589,000 | -4.7% | 15,763 | -1.3% | 0.10% | -12.6% |
HD | Sell | HOME DEPOT INC | $582,000 | +17.1% | 1,403 | -7.4% | 0.10% | +5.6% |
ABBV | Buy | ABBVIE INC | $541,000 | +38.0% | 3,999 | +10.0% | 0.09% | +25.4% |
NFLX | Sell | NETFLIX INC | $536,000 | -15.6% | 889 | -14.5% | 0.09% | -23.5% |
JPM | Sell | JPMORGAN CHASE & CO | $521,000 | -16.5% | 3,292 | -13.6% | 0.08% | -24.8% |
VGT | Buy | VANGUARD WORLD FDSinf tech etf | $521,000 | +22.3% | 1,138 | +7.3% | 0.08% | +10.4% |
WDAY | Buy | WORKDAY INCcl a | $514,000 | +10.3% | 1,880 | +0.8% | 0.08% | 0.0% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $509,000 | -1.4% | 5,916 | -1.5% | 0.08% | -10.8% |
FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $500,000 | -5.3% | 16,142 | -1.5% | 0.08% | -13.7% |
HCAT | New | HEALTH CATALYST INC | $494,000 | – | 12,477 | +100.0% | 0.08% | – |
IWR | ISHARES TRrus mid cap etf | $490,000 | +6.1% | 5,901 | 0.0% | 0.08% | -3.6% | |
UNH | Sell | UNITEDHEALTH GROUP INC | $481,000 | +6.7% | 958 | -16.9% | 0.08% | -2.5% |
ROK | Sell | ROCKWELL AUTOMATION INC | $475,000 | +16.1% | 1,362 | -2.2% | 0.08% | +5.4% |
PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $470,000 | -24.4% | 25,833 | -0.2% | 0.08% | -31.2% |
IWP | ISHARES TRrus md cp gr etf | $461,000 | +2.9% | 4,000 | 0.0% | 0.08% | -6.2% | |
INTC | Sell | INTEL CORP | $464,000 | -3.7% | 9,005 | -0.4% | 0.08% | -12.6% |
IJR | ISHARES TRcore s&p scp etf | $456,000 | +4.8% | 3,980 | 0.0% | 0.08% | -3.8% | |
MGK | VANGUARD WORLD FDmega grwth ind | $459,000 | +10.9% | 1,762 | 0.0% | 0.08% | 0.0% | |
DOCU | Sell | DOCUSIGN INC | $449,000 | -41.5% | 2,950 | -1.0% | 0.07% | -46.4% |
BA | Sell | BOEING CO | $450,000 | -8.5% | 2,235 | -0.1% | 0.07% | -16.9% |
V | Buy | VISA INC | $452,000 | +3.0% | 2,088 | +6.0% | 0.07% | -6.3% |
CSCO | Sell | CISCO SYS INC | $444,000 | +14.7% | 7,012 | -1.4% | 0.07% | +4.3% |
SHOP | Sell | SHOPIFY INCcl a | $438,000 | -0.9% | 318 | -2.5% | 0.07% | -10.0% |
GLDM | WORLD GOLD TRspdr gld minis | $436,000 | +4.1% | 24,000 | 0.0% | 0.07% | -6.6% | |
SCHD | SCHWAB STRATEGIC TRus dividend eq | $432,000 | +8.8% | 5,349 | 0.0% | 0.07% | -1.4% | |
XLNX | Sell | XILINX INC | $431,000 | +37.7% | 2,032 | -1.8% | 0.07% | +26.8% |
AMAT | Sell | APPLIED MATLS INC | $428,000 | +18.6% | 2,718 | -3.2% | 0.07% | +7.7% |
ACN | Sell | ACCENTURE PLC IRELAND | $425,000 | +25.0% | 1,026 | -3.3% | 0.07% | +14.8% |
EEM | ISHARES TRmsci emg mkt etf | $428,000 | -3.2% | 8,767 | 0.0% | 0.07% | -12.5% | |
PINS | Buy | PINTEREST INCcl a | $416,000 | -28.2% | 11,438 | +0.7% | 0.07% | -34.6% |
COST | Buy | COSTCO WHSL CORP NEW | $401,000 | +29.4% | 705 | +2.3% | 0.07% | +17.9% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $402,000 | +3.6% | 2,338 | -7.3% | 0.07% | -5.7% |
PYPL | Buy | PAYPAL HLDGS INC | $381,000 | -27.4% | 2,022 | +0.2% | 0.06% | -34.7% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $377,000 | +1.1% | 4,307 | +3.4% | 0.06% | -7.5% |
DEO | DIAGEO PLCspon adr new | $375,000 | +14.0% | 1,703 | 0.0% | 0.06% | +3.4% | |
VO | New | VANGUARD INDEX FDSmid cap etf | $370,000 | – | 1,451 | +100.0% | 0.06% | – |
DIS | Sell | DISNEY WALT CO | $363,000 | -14.0% | 2,342 | -6.2% | 0.06% | -21.1% |
AXP | Sell | AMERICAN EXPRESS CO | $345,000 | -8.5% | 2,111 | -6.3% | 0.06% | -16.2% |
SEDG | SOLAREDGE TECHNOLOGIES INC | $345,000 | +5.8% | 1,228 | 0.0% | 0.06% | -3.4% | |
MCD | Buy | MCDONALDS CORP | $344,000 | +14.7% | 1,285 | +3.3% | 0.06% | +3.7% |
CVX | Sell | CHEVRON CORP NEW | $338,000 | +13.8% | 2,877 | -1.7% | 0.06% | +1.9% |
PG | New | PROCTER AND GAMBLE CO | $330,000 | – | 2,020 | +100.0% | 0.05% | – |
MUB | Sell | ISHARES TRnational mun etf | $328,000 | -17.2% | 2,818 | -17.3% | 0.05% | -23.9% |
SBUX | Buy | STARBUCKS CORP | $329,000 | +8.2% | 2,814 | +2.2% | 0.05% | -1.8% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $329,000 | -10.4% | 581 | -8.8% | 0.05% | -18.2% |
RUN | New | SUNRUN INC | $324,000 | – | 9,438 | +100.0% | 0.05% | – |
IUSG | ISHARES TRcore s&p us gwt | $323,000 | +12.9% | 2,790 | 0.0% | 0.05% | +1.9% | |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $292,000 | -0.7% | 5,746 | -0.1% | 0.05% | -9.4% |
SMAR | New | SMARTSHEET INC | $291,000 | – | 3,752 | +100.0% | 0.05% | – |
DMXF | ISHARES TResg eafe etf | $291,000 | +1.4% | 4,232 | 0.0% | 0.05% | -7.7% | |
BLK | Sell | BLACKROCK INC | $286,000 | +8.7% | 312 | -0.3% | 0.05% | 0.0% |
VUG | VANGUARD INDEX FDSgrowth etf | $289,000 | +10.3% | 902 | 0.0% | 0.05% | 0.0% | |
AMD | New | ADVANCED MICRO DEVICES INC | $283,000 | – | 1,968 | +100.0% | 0.05% | – |
TGT | Sell | TARGET CORP | $261,000 | -4.4% | 1,127 | -5.6% | 0.04% | -12.2% |
IEMG | Sell | ISHARES INCcore msci emkt | $262,000 | -24.5% | 4,375 | -22.2% | 0.04% | -31.7% |
VTV | Buy | VANGUARD INDEX FDSvalue etf | $252,000 | +9.1% | 1,711 | +0.4% | 0.04% | -2.4% |
ZNGA | New | ZYNGA INCcl a | $251,000 | – | 39,264 | +100.0% | 0.04% | – |
MA | Sell | MASTERCARD INCORPORATEDcl a | $244,000 | -15.0% | 678 | -17.7% | 0.04% | -23.1% |
WMT | Sell | WALMART INC | $239,000 | -7.0% | 1,649 | -10.7% | 0.04% | -15.2% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $233,000 | +0.9% | 5,992 | +0.3% | 0.04% | -9.5% |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $225,000 | +9.8% | 3,367 | 0.0% | 0.04% | 0.0% | |
DLN | Buy | WISDOMTREE TRus largecap divd | $223,000 | +10.9% | 3,378 | +100.0% | 0.04% | +2.8% |
MAR | New | MARRIOTT INTL INC NEWcl a | $213,000 | – | 1,291 | +100.0% | 0.04% | – |
BLDR | New | BUILDERS FIRSTSOURCE INC | $216,000 | – | 2,516 | +100.0% | 0.04% | – |
DLS | WISDOMTREE TRintl smcap div | $203,000 | -0.5% | 2,754 | 0.0% | 0.03% | -10.8% | |
NVO | New | NOVO-NORDISK A Sadr | $200,000 | – | 1,788 | +100.0% | 0.03% | – |
AEG | Sell | AEGON N V | $76,000 | -25.5% | 15,419 | -22.7% | 0.01% | -33.3% |
CPG | New | CRESCENT PT ENERGY CORP | $55,000 | – | 10,222 | +100.0% | 0.01% | – |
SAN | New | BANCO SANTANDER S.A.adr | $42,000 | – | 12,883 | +100.0% | 0.01% | – |
LYG | Exit | LLOYDS BANKING GROUP PLCsponsored adr | $0 | – | -10,760 | -100.0% | -0.01% | – |
TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -1,808 | -100.0% | -0.04% | – |
FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -850 | -100.0% | -0.04% | – |
CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -2,704 | -100.0% | -0.04% | – |
CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -3,685 | -100.0% | -0.04% | – |
AVGO | Exit | BROADCOM INC | $0 | – | -527 | -100.0% | -0.05% | – |
HON | Exit | HONEYWELL INTL INC | $0 | – | -1,233 | -100.0% | -0.05% | – |
VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -9,709 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO EXCH TRADED FD TR II | 16 | Q3 2023 | 16.1% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 11.9% |
SNAP INC | 16 | Q3 2023 | 6.4% |
ISHARES TR | 16 | Q3 2023 | 3.6% |
APPLE INC | 16 | Q3 2023 | 2.5% |
SPDR S&P 500 ETF TR | 16 | Q3 2023 | 3.8% |
ALPHABET INC | 16 | Q3 2023 | 2.4% |
META PLATFORMS INC | 16 | Q3 2023 | 1.5% |
MICROSOFT CORP | 16 | Q3 2023 | 1.5% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.2% |
View Adero Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-04 |
13F-HR | 2022-01-19 |
13F-HR | 2021-11-02 |
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.