Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INDEXIQ ETF TR | 12 | Q3 2023 | 45.2% |
INDEXIQ ETF TR | 12 | Q3 2023 | 19.3% |
VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 5.4% |
VANECK VECTORS ETF TR | 12 | Q3 2023 | 36.5% |
INVESCO EXCH TRADED FD TR II | 12 | Q3 2023 | 5.3% |
MODERNA INC | 12 | Q3 2023 | 4.2% |
ARK ETF TR | 12 | Q3 2023 | 2.8% |
ISHARES TR | 12 | Q3 2023 | 1.8% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 1.6% |
PIMCO ETF TR | 12 | Q3 2023 | 1.2% |
View CONSULTIVA WEALTH MANAGEMENT, CORP.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2021-11-16 |
13F-HR | 2021-08-16 |
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.