| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 19 | Q2 2024 | 7.5% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 4.4% |
| Vanguard Value | 19 | Q2 2024 | 4.4% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 3.5% |
| APPLE INC | 19 | Q2 2024 | 1.8% |
| SPDR S&P 500 Growth ETF | 19 | Q2 2024 | 3.6% |
| MICROSOFT CORP | 19 | Q2 2024 | 1.9% |
| ISHARES TR | 19 | Q2 2024 | 4.6% |
| Invesco QQQ Trust Series 1 | 19 | Q2 2024 | 1.7% |
| Vanguard Intl Bond Index | 19 | Q2 2024 | 1.6% |
View Orion Portfolio Solutions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-01 |
| 13F-HR/A | 2023-08-30 |
| 13F-HR/A | 2023-08-17 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-08 |
View Orion Portfolio Solutions, 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.