$106 Million is the total value of Main Line Retirement Advisors, LLC's 32 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | 4 | Q2 2024 | 13.9% |
| VANGUARD WHITEHALL FDS | 4 | Q2 2024 | 11.0% |
| CAPITAL GROUP INTL FOCUS EQT | 4 | Q2 2024 | 9.8% |
| CAPITAL GROUP GROWTH ETF | 4 | Q2 2024 | 9.1% |
| CAPITAL GROUP DIVIDEND VALUE | 4 | Q2 2024 | 8.7% |
| FIRST TR SML CP CORE ALPHA F | 4 | Q2 2024 | 8.0% |
| VANGUARD INDEX FDS | 4 | Q2 2024 | 6.6% |
| VANGUARD INDEX FDS | 4 | Q2 2024 | 6.3% |
| FIRST TR EXCH TRADED FD III | 4 | Q2 2024 | 3.0% |
| VANGUARD BD INDEX FDS | 4 | Q2 2024 | 9.1% |
View Main Line Retirement Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-08-01 |
View Main Line Retirement Advisors, 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.