$4.35 Billion is the total value of CONSULTIVA WEALTH MANAGEMENT, CORP.'s 30 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-16
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.