$117 Million is the total value of Wells Financial Advisors INC's 60 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES MSCI USA MIN VOL FACTOR ETF | 12 | Q3 2023 | 23.7% |
| ISHARES MSCI USA QUALITY FACTOR ETF | 12 | Q3 2023 | 11.6% |
| VANGUARD SMALL-CAP INDEX FUND ETF | 12 | Q3 2023 | 12.0% |
| SPDR PORTFOLIO S&P 500 VALUE ETF | 12 | Q3 2023 | 11.0% |
| VANGUARD MID-CAP INDEX FUND ETF | 12 | Q3 2023 | 8.5% |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | 12 | Q3 2023 | 10.7% |
| ISHARES CORE DIVIDEND GROWTH ETF | 12 | Q3 2023 | 8.5% |
| SPDR GOLD SHARES ETF | 12 | Q3 2023 | 7.0% |
| VANGUARD GROWTH INDEX FUND ETF | 12 | Q3 2023 | 6.4% |
| VANGUARD MEGA CAP GROWTH ETF | 12 | Q3 2023 | 4.4% |
View Wells Financial Advisors INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-10 |
View Wells Financial 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.