Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 13 | Q3 2023 | 5.9% |
ISHARES TR | 13 | Q3 2023 | 5.5% |
VANGUARD INDEX FDS | 13 | Q3 2023 | 5.2% |
ALPS ETF TR | 13 | Q3 2023 | 5.3% |
ALPS ETF TR | 13 | Q3 2023 | 4.5% |
VANGUARD TAX-MANAGED INTL FD | 13 | Q3 2023 | 5.2% |
SPDR S&P 500 ETF TR | 13 | Q3 2023 | 3.2% |
FIRST TR EXCHNG TRADED FD VI | 13 | Q3 2023 | 3.2% |
VANGUARD INDEX FDS | 13 | Q3 2023 | 4.2% |
SPDR INDEX SHS FDS | 13 | Q3 2023 | 3.0% |
View Truadvice, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-01 |
13F-HR | 2023-01-20 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-09 |
13F-HR | 2021-11-09 |
13F-HR | 2021-07-28 |
View Truadvice, 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.