Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 14 | Q3 2023 | 20.3% |
ISHARES TR | 14 | Q3 2023 | 8.1% |
ISHARES TR | 14 | Q3 2023 | 8.0% |
VANGUARD TAX-MANAGED INTL FD | 14 | Q3 2023 | 5.4% |
Vanguard Total Stock Market ETF | 14 | Q3 2023 | 6.4% |
ISHARES TR | 13 | Q3 2023 | 8.4% |
VANGUARD SCOTTSDALE FDS | 13 | Q3 2023 | 12.8% |
VANGUARD SCOTTSDALE FDS | 13 | Q3 2023 | 8.7% |
SPDR SER TR | 13 | Q3 2023 | 8.7% |
ISHARES TR | 11 | Q4 2022 | 13.4% |
View Tri-Star Advisors Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-11-06 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-05 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-26 |
13F-HR | 2022-04-29 |
13F-HR | 2022-01-13 |
13F-HR | 2021-10-18 |
13F-HR | 2021-07-26 |
View Tri-Star Advisors Inc.'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.