Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INDEXIQ ETF TR | 14 | Q2 2024 | 45.2% |
VANECK VECTORS ETF TR | 14 | Q2 2024 | 36.5% |
INVESCO EXCH TRADED FD TR II | 14 | Q2 2024 | 5.3% |
VANGUARD INDEX FDS | 14 | Q2 2024 | 10.3% |
MODERNA INC | 14 | Q2 2024 | 4.2% |
ARK ETF TR | 14 | Q2 2024 | 2.8% |
ISHARES TR | 14 | Q2 2024 | 3.4% |
AIRBNB INC | 14 | Q2 2024 | 0.6% |
APPLE INC | 13 | Q2 2024 | 0.5% |
INDEXIQ ETF TR | 12 | Q3 2023 | 19.3% |
View CONSULTIVA WEALTH MANAGEMENT, CORP.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-14 |
13F-HR | 2024-05-16 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-16 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-17 |
13F-HR | 2022-02-14 |
View CONSULTIVA WEALTH MANAGEMENT, CORP.'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.