$108 Million is the total value of Sightline Wealth Advisors, LLC's 52 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES MSCI EAFE ETFetf | $326,000 | +4.2% | 4,292 | 0.0% | 0.30% | -2.3% | |
| JXI | ISHARES GLOBAL UTILITIESETFetf | $309,000 | +1.0% | 5,101 | 0.0% | 0.29% | -5.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF | 15 | Q2 2024 | 25.8% |
| GOLDMAN SACHS ETF TR | 15 | Q2 2024 | 18.4% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 8.5% |
| Schwab US Mid Cap Etf | 15 | Q2 2024 | 7.6% |
| SCHWAB US SMALL CAP ETF | 15 | Q2 2024 | 6.3% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 6.3% |
| ISHARES TR | 15 | Q2 2024 | 4.2% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 3.6% |
| VANGUARD MID CAP ETF IV | 15 | Q2 2024 | 3.4% |
| VANGUARD VALUE ETF IV | 15 | Q2 2024 | 8.2% |
View Sightline Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-15 |
View Sightline Wealth 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.