$355 Million is the total value of Fermata Advisors, LLC's 163 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 135.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $19,666,585 | +4158.2% | 45,785 | +4319.4% | 5.54% | +1225.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $15,300,274 | +5752.6% | 162,695 | +5995.7% | 4.31% | +1726.3% |
| AAPL | Buy | APPLE INC | $13,898,584 | +559.5% | 81,174 | +647.0% | 3.92% | +105.4% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $12,444,783 | +306.8% | 476,630 | +325.6% | 3.50% | +26.6% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $12,351,138 | +158.1% | 216,119 | +165.0% | 3.48% | -19.6% |
| GCOW | New | PACER FDS TRglobl cash etf | $11,796,341 | – | 362,518 | +100.0% | 3.32% | – |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $9,985,343 | – | 135,613 | +100.0% | 2.81% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $8,868,336 | – | 116,713 | +100.0% | 2.50% | – |
| MUNI | New | PIMCO ETF TRinter mun bd act | $8,668,612 | – | 173,131 | +100.0% | 2.44% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $8,412,996 | – | 31,589 | +100.0% | 2.37% | – |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $8,399,982 | +123.5% | 94,702 | +159.4% | 2.37% | -30.4% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $7,738,144 | +176.0% | 290,134 | +189.3% | 2.18% | -14.0% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $7,446,187 | – | 20,729 | +100.0% | 2.10% | – |
| SYLD | Buy | CAMBRIA ETF TR | $6,864,816 | +92.4% | 110,972 | +90.2% | 1.93% | -40.1% |
| CMBS | New | ISHARES TRcmbs etf | $6,755,888 | – | 150,001 | +100.0% | 1.90% | – |
| LTPZ | Buy | PIMCO ETF TR15+ yr us tips | $6,699,817 | -7.2% | 127,490 | +6.1% | 1.89% | -71.1% |
| LQD | New | ISHARES TRiboxx inv cp etf | $6,394,580 | – | 62,676 | +100.0% | 1.80% | – |
| RWK | New | INVESCO EXCH TRADED FD TR IIs&p mdcp 400 rev | $5,978,469 | – | 63,706 | +100.0% | 1.68% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $5,921,576 | – | 81,883 | +100.0% | 1.67% | – |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $5,861,496 | +4.5% | 77,282 | +9.9% | 1.65% | -67.5% |
| EDV | Buy | VANGUARD WORLD FDextended dur | $5,010,540 | +4.0% | 71,544 | +29.3% | 1.41% | -67.6% |
| IAU | Buy | ISHARES GOLD TRishares new | $4,928,199 | +4.4% | 140,845 | +8.6% | 1.39% | -67.5% |
| VOO | Sell | VANGUARD INDEX FDS | $4,596,969 | -6.1% | 11,704 | -2.6% | 1.30% | -70.8% |
| GUNR | Buy | FLEXSHARES TRmornstar upstr | $4,562,611 | +45.3% | 112,818 | +44.0% | 1.28% | -54.8% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $4,170,678 | +1609.7% | 58,932 | +1655.0% | 1.18% | +431.7% |
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $4,135,980 | – | 57,745 | +100.0% | 1.16% | – |
| Buy | LITMAN GREGORY FDS TRimgp dbi managed | $3,854,221 | +585.5% | 133,371 | +555.2% | 1.09% | +113.4% | |
| VO | New | VANGUARD INDEX FDSmid cap etf | $3,834,212 | – | 18,399 | +100.0% | 1.08% | – |
| ZROZ | Buy | PIMCO ETF TR25yr+ zero u s | $3,713,212 | -9.8% | 51,049 | +14.1% | 1.05% | -71.9% |
| MSFT | Buy | MICROSOFT CORP | $3,701,827 | +524.6% | 11,718 | +573.4% | 1.04% | +94.6% |
| FYLD | Buy | CAMBRIA ETF TRcambria fgn shr | $3,694,026 | +8.4% | 154,037 | +8.6% | 1.04% | -66.2% |
| DGRO | Buy | ISHARES TRcore div grwth | $3,494,072 | +92.5% | 70,536 | +100.3% | 0.98% | -40.1% |
| IMCG | New | ISHARES TRmrgstr md cp grw | $3,472,851 | – | 60,764 | +100.0% | 0.98% | – |
| NTSX | Buy | WISDOMTREE TRus efficient cor | $3,379,885 | +4.1% | 96,680 | +10.4% | 0.95% | -67.6% |
| GSST | New | GOLDMAN SACHS ETF TRaces ultra shr | $3,374,345 | – | 67,568 | +100.0% | 0.95% | – |
| RWJ | New | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $3,228,261 | – | 88,616 | +100.0% | 0.91% | – |
| IGSB | New | ISHARES TR | $3,057,909 | – | 61,369 | +100.0% | 0.86% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $3,040,731 | – | 14,152 | +100.0% | 0.86% | – |
| CDC | New | VICTORY PORTFOLIOS II | $3,032,482 | – | 54,288 | +100.0% | 0.85% | – |
| TRTY | Buy | CAMBRIA ETF TRtrinity | $3,028,809 | +13.0% | 123,887 | +14.0% | 0.85% | -64.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $2,605,915 | +15.0% | 37,346 | +19.9% | 0.73% | -64.2% |
| RPAR | Buy | TIDAL ETF TRrpar risk pari | $2,601,392 | -2.4% | 148,564 | +7.2% | 0.73% | -69.6% |
| DVY | New | ISHARES TRselect divid etf | $2,535,786 | – | 23,551 | +100.0% | 0.71% | – |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $2,521,830 | -19.5% | 50,260 | -19.6% | 0.71% | -75.0% |
| SHV | Sell | ISHARES TRshort treas bd | $2,381,602 | -4.6% | 21,556 | -4.6% | 0.67% | -70.3% |
| HYDB | New | ISHARES TRhigh yld bd fctr | $2,254,286 | – | 51,319 | +100.0% | 0.64% | – |
| SJNK | New | SPDR SER TRbloomberg sht te | $2,199,878 | – | 89,944 | +100.0% | 0.62% | – |
| Buy | WISDOMTREE TRfloatng rat trea | $2,076,020 | +1.1% | 41,255 | +1.1% | 0.58% | -68.5% | |
| RODM | Sell | LATTICE STRATEGIES TRhartford mlt etf | $1,957,486 | -6.8% | 76,314 | -4.4% | 0.55% | -71.0% |
| AMZN | Buy | AMAZON COM INC | $1,932,857 | +230.2% | 15,205 | +238.6% | 0.54% | +2.8% |
| LSST | New | NATIXIS ETF TRloomis sayles | $1,898,469 | – | 80,752 | +100.0% | 0.54% | – |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $1,753,431 | +27.4% | 18,090 | +28.3% | 0.49% | -60.3% |
| GLD | New | SPDR GOLD TR | $1,686,212 | – | 9,835 | +100.0% | 0.48% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $1,676,480 | – | 12,986 | +100.0% | 0.47% | – |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $1,672,599 | +3.2% | 11,960 | +6.5% | 0.47% | -67.9% |
| FMF | Buy | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $1,629,884 | +277.0% | 33,267 | +268.2% | 0.46% | +17.4% |
| KMLM | New | KRANESHARES TRkfa mount lucas | $1,564,479 | – | 48,037 | +100.0% | 0.44% | – |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,480,318 | -8.6% | 15,884 | -4.9% | 0.42% | -71.5% |
| DSTL | Buy | ETF SER SOLUTIONSdistillate us | $1,480,723 | +10.3% | 33,171 | +11.8% | 0.42% | -65.7% |
| XSVM | Buy | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $1,452,778 | +22.1% | 30,159 | +17.8% | 0.41% | -62.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,376,133 | +244.9% | 2,435 | +228.6% | 0.39% | +7.5% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,375,158 | -6.5% | 7,775 | -0.9% | 0.39% | -70.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,285,007 | +537.6% | 3,007 | +560.9% | 0.36% | +98.9% |
| INDS | New | PACER FDS TRindustrial relet | $1,179,628 | – | 33,605 | +100.0% | 0.33% | – |
| ONEV | New | SPDR SER TRrussell low vol | $1,165,653 | – | 11,114 | +100.0% | 0.33% | – |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,146,335 | -1.2% | 7,177 | +2.4% | 0.32% | -69.2% |
| FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $1,102,866 | – | 25,319 | +100.0% | 0.31% | – |
| JNJ | Buy | JOHNSON & JOHNSON | $1,091,737 | +372.5% | 7,005 | +401.8% | 0.31% | +47.4% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,094,907 | +76.8% | 12,112 | +58.7% | 0.31% | -45.0% |
| CVX | New | CHEVRON CORP NEW | $1,057,852 | – | 6,270 | +100.0% | 0.30% | – |
| EYLD | Buy | CAMBRIA ETF TRemrg sharehldr | $1,049,011 | +23.1% | 36,575 | +19.5% | 0.30% | -61.7% |
| NTSI | Buy | WISDOMTREE TRinternationl efi | $1,025,839 | -1.5% | 32,114 | +6.2% | 0.29% | -69.4% |
| IVW | New | ISHARES TRs&p 500 grwt etf | $947,409 | – | 13,849 | +100.0% | 0.27% | – |
| V | Buy | VISA INC | $927,693 | +38.1% | 4,030 | +42.5% | 0.26% | -57.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $903,440 | +93.0% | 6,852 | +77.1% | 0.25% | -40.0% |
| XOM | New | EXXON MOBIL CORP | $882,465 | – | 7,506 | +100.0% | 0.25% | – |
| Buy | DIMENSIONAL ETF TRUSTus small cap val | $875,647 | +23.7% | 34,552 | +25.4% | 0.25% | -61.4% | |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $853,337 | – | 2,436 | +100.0% | 0.24% | – |
| ENPH | Sell | ENPHASE ENERGY INC | $846,698 | -55.8% | 7,047 | -38.4% | 0.24% | -86.3% |
| PG | New | PROCTER AND GAMBLE CO | $821,890 | – | 5,635 | +100.0% | 0.23% | – |
| Buy | AMERICAN CENTY ETF TRavantis all eqt | $816,135 | +14.1% | 13,878 | +16.4% | 0.23% | -64.5% | |
| TIP | New | ISHARES TRtips bd etf | $800,217 | – | 7,714 | +100.0% | 0.22% | – |
| GQRE | Buy | FLEXSHARES TRglb qlt r/e idx | $772,308 | -2.1% | 15,778 | +6.2% | 0.22% | -69.4% |
| TSLA | Buy | TESLA INC | $764,674 | +131.5% | 3,056 | +142.2% | 0.22% | -28.1% |
| Buy | WISDOMTREE TRefficient gld pl | $758,596 | -10.9% | 36,642 | +4.5% | 0.21% | -72.2% | |
| New | CAPITAL GROUP GBL GROWTH EQT | $749,299 | – | 32,692 | +100.0% | 0.21% | – | |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $736,642 | -4.8% | 15,401 | -2.7% | 0.21% | -70.4% |
| CSF | New | VICTORY PORTFOLIOS II | $674,394 | – | 13,982 | +100.0% | 0.19% | – |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $662,502 | -9.5% | 6,619 | -9.5% | 0.19% | -71.8% |
| ILTB | New | ISHARES TRcore lt usdb etf | $654,190 | – | 13,845 | +100.0% | 0.18% | – |
| NVDA | New | NVIDIA CORPORATION | $633,892 | – | 1,457 | +100.0% | 0.18% | – |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $612,533 | +10.5% | 2,884 | +14.6% | 0.17% | -65.5% |
| SWAV | New | SHOCKWAVE MED INC | $607,255 | – | 3,050 | +100.0% | 0.17% | – |
| OMFL | New | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $601,180 | – | 13,114 | +100.0% | 0.17% | – |
| GCC | Sell | WISDOMTREE TRenhncd cmmdty st | $554,285 | +3.9% | 30,762 | -1.6% | 0.16% | -67.7% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $545,787 | -1.6% | 10,520 | +3.2% | 0.15% | -69.3% |
| HDV | New | ISHARES TRcore high dv etf | $541,986 | – | 5,482 | +100.0% | 0.15% | – |
| FB | Buy | META PLATFORMS INCcl a | $539,179 | +74.9% | 1,796 | +67.2% | 0.15% | -45.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $526,450 | +25.0% | 4,023 | +14.4% | 0.15% | -61.2% |
| USEP | New | INNOVATOR ETFS TRus eqty ultra b | $463,870 | – | 15,848 | +100.0% | 0.13% | – |
| LLY | New | ELI LILLY & CO | $462,782 | – | 859 | +100.0% | 0.13% | – |
| IWR | Buy | ISHARES TRrus mid cap etf | $458,296 | +0.4% | 6,618 | +5.9% | 0.13% | -68.8% |
| EAGG | New | ISHARES TResg awr us agrgt | $454,523 | – | 10,032 | +100.0% | 0.13% | – |
| IEF | New | ISHARES TR7-10 yr trsy bd | $412,203 | – | 4,500 | +100.0% | 0.12% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $410,448 | – | 5,069 | +100.0% | 0.12% | – |
| USMV | New | ISHARES TRmsci usa min vol | $402,433 | – | 5,560 | +100.0% | 0.11% | – |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $393,742 | +14.6% | 9,007 | +21.1% | 0.11% | -64.3% |
| Buy | SIMPLIFY EXCHANGE TRADED FUNmanaged futures | $385,695 | +58.8% | 13,999 | +46.9% | 0.11% | -50.5% | |
| INMB | New | INMUNE BIO INC | $383,888 | – | 56,702 | +100.0% | 0.11% | – |
| ELS | EQUITY LIFESTYLE PPTYS INC | $379,011 | -4.8% | 5,949 | 0.0% | 0.11% | -70.3% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $361,742 | -4.6% | 6,759 | 0.0% | 0.10% | -70.3% | |
| IWY | New | ISHARES TRrus tp200 gr etf | $357,101 | – | 2,321 | +100.0% | 0.10% | – |
| WMT | New | WALMART INC | $359,009 | – | 2,241 | +100.0% | 0.10% | – |
| ADI | New | ANALOG DEVICES INC | $354,766 | – | 2,024 | +100.0% | 0.10% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $354,420 | – | 7,992 | +100.0% | 0.10% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $349,874 | – | 3,709 | +100.0% | 0.10% | – |
| HTRB | Buy | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $345,551 | -2.6% | 10,768 | +1.5% | 0.10% | -69.8% |
| ACN | New | ACCENTURE PLC IRELAND | $335,672 | – | 1,093 | +100.0% | 0.10% | – |
| AVGO | New | BROADCOM INC | $333,052 | – | 399 | +100.0% | 0.09% | – |
| TCBK | New | TRICO BANCSHARES | $329,108 | – | 10,275 | +100.0% | 0.09% | – |
| MLPA | New | GLOBAL X FDSglbl x mlp etf | $323,132 | – | 7,247 | +100.0% | 0.09% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $321,232 | – | 8,591 | +100.0% | 0.09% | – |
| JQUA | New | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $315,179 | – | 7,284 | +100.0% | 0.09% | – |
| Buy | TIDAL ETF TRunlimited hfnd | $291,885 | +28.2% | 14,422 | +30.6% | 0.08% | -60.2% | |
| PSX | New | PHILLIPS 66 | $288,037 | – | 2,396 | +100.0% | 0.08% | – |
| PFE | New | PFIZER INC | $286,364 | – | 8,633 | +100.0% | 0.08% | – |
| LOW | New | LOWES COS INC | $284,579 | – | 1,365 | +100.0% | 0.08% | – |
| COPX | Sell | GLOBAL X FDSglobal x copper | $274,890 | -9.5% | 7,546 | -6.4% | 0.08% | -72.0% |
| UNH | New | UNITEDHEALTH GROUP INC | $266,200 | – | 524 | +100.0% | 0.08% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $262,960 | – | 8,264 | +100.0% | 0.07% | – |
| DIS | Buy | DISNEY WALT CO | $263,904 | +26.5% | 3,256 | +39.3% | 0.07% | -60.8% |
| MUB | New | ISHARES TRnational mun etf | $258,134 | – | 2,517 | +100.0% | 0.07% | – |
| HD | New | HOME DEPOT INC | $260,611 | – | 861 | +100.0% | 0.07% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $260,840 | – | 1,678 | +100.0% | 0.07% | – |
| TJX | New | TJX COS INC NEW | $256,357 | – | 2,882 | +100.0% | 0.07% | – |
| ABBV | New | ABBVIE INC | $256,628 | – | 1,720 | +100.0% | 0.07% | – |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $247,356 | – | 2,750 | +100.0% | 0.07% | – |
| New | LINDE PLC | $239,422 | – | 643 | +100.0% | 0.07% | – | |
| New | SPROTT FDS TRuranium miners e | $233,944 | – | 4,960 | +100.0% | 0.07% | – | |
| NKE | New | NIKE INCcl b | $232,369 | – | 2,425 | +100.0% | 0.06% | – |
| BDX | New | BECTON DICKINSON & CO | $225,425 | – | 869 | +100.0% | 0.06% | – |
| HYEM | New | VANECK ETF TRUSTemerging mrkt hi | $220,895 | – | 12,395 | +100.0% | 0.06% | – |
| ABT | New | ABBOTT LABS | $215,572 | – | 2,223 | +100.0% | 0.06% | – |
| BAC | New | BANK AMERICA CORP | $216,908 | – | 7,922 | +100.0% | 0.06% | – |
| HON | New | HONEYWELL INTL INC | $217,601 | – | 1,177 | +100.0% | 0.06% | – |
| SPGI | New | S&P GLOBAL INC | $213,092 | – | 579 | +100.0% | 0.06% | – |
| NEE | New | NEXTERA ENERGY INC | $211,535 | – | 3,687 | +100.0% | 0.06% | – |
| GWW | New | GRAINGER W W INC | $211,639 | – | 305 | +100.0% | 0.06% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $213,365 | – | 869 | +100.0% | 0.06% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $208,962 | – | 1,338 | +100.0% | 0.06% | – |
| ZTS | New | ZOETIS INCcl a | $209,229 | – | 1,199 | +100.0% | 0.06% | – |
| WTMF | Sell | WISDOMTREE TRfutre strat fd | $208,231 | -4.2% | 5,914 | -4.8% | 0.06% | -70.1% |
| DHR | New | DANAHER CORPORATION | $201,207 | – | 809 | +100.0% | 0.06% | – |
| JPM | New | JPMORGAN CHASE & CO | $203,654 | – | 1,404 | +100.0% | 0.06% | – |
| TSCO | New | TRACTOR SUPPLY CO | $201,800 | – | 991 | +100.0% | 0.06% | – |
| FISV | New | FISERV INC | $200,507 | – | 1,775 | +100.0% | 0.06% | – |
| FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $200,372 | – | 3,771 | +100.0% | 0.06% | – |
| NAC | New | NUVEEN CA QUALTY MUN INCOME | $105,185 | – | 10,900 | +100.0% | 0.03% | – |
| New | ENVVENO MEDICAL CORPORATION | $63,873 | – | 11,850 | +100.0% | 0.02% | – | |
| New | PAGAYA TECHNOLOGIES LTD | $37,723 | – | 23,875 | +100.0% | 0.01% | – | |
| FCEL | FUELCELL ENERGY INC | $15,002 | -40.7% | 11,720 | 0.0% | 0.00% | -82.6% | |
| TELL | New | TELLURIAN INC NEW | $12,760 | – | 11,000 | +100.0% | 0.00% | – |
| TFFP | New | TFF PHARMACEUTICALS INC | $8,415 | – | 24,032 | +100.0% | 0.00% | – |
| OXLC | Exit | OXFORD LANE CAP CORP | $0 | – | -25,647 | -100.0% | -0.11% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -6,413 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 11 | Q3 2023 | 13.1% |
| ISHARES TR | 11 | Q3 2023 | 6.7% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 10.4% |
| ISHARES TR | 11 | Q3 2023 | 6.3% |
| APPLE INC | 11 | Q3 2023 | 7.3% |
| ISHARES TR | 11 | Q3 2023 | 5.5% |
| WISDOMTREE TR | 11 | Q3 2023 | 7.8% |
| LATTICE STRATEGIES TR | 11 | Q3 2023 | 7.6% |
| ISHARES TR | 11 | Q3 2023 | 3.6% |
| ISHARES TR | 11 | Q3 2023 | 3.9% |
View Fermata Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-02 |
View Fermata 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.