$174 Million is the total value of ENCOMPASS WEALTH ADVISORS, LLC's 112 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/A filed 2021-03-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares S&P 500 Growth ETF | 12 | Q3 2023 | 12.8% |
| iShares S&P 500 Value ETF | 12 | Q3 2023 | 8.8% |
| iShares Core MSCI EAFE ETF | 12 | Q3 2023 | 6.1% |
| iShares Core S&P Small-Cap ETF | 12 | Q3 2023 | 5.5% |
| JPMorgan Ultra-Short Income ETF | 12 | Q3 2023 | 5.2% |
| iShares Core S&P Mid-Cap ETF | 12 | Q3 2023 | 3.8% |
| Microsoft Corp | 12 | Q3 2023 | 4.6% |
| Apple Inc | 12 | Q3 2023 | 2.4% |
| Vanguard FTSE Developed Markets ETF | 12 | Q3 2023 | 2.3% |
| Costco Wholesale Corp | 12 | Q3 2023 | 2.6% |
View ENCOMPASS WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-20 |
| 13F-HR | 2021-11-16 |
View ENCOMPASS 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.