| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 14 | Q2 2024 | 7.5% |
| VANGUARD SCOTTSDALE FDS | 14 | Q2 2024 | 13.1% |
| VANGUARD INDEX FDS | 14 | Q2 2024 | 10.4% |
| APPLE INC | 14 | Q2 2024 | 7.3% |
| ISHARES TR | 14 | Q2 2024 | 6.3% |
| ISHARES TR | 14 | Q2 2024 | 5.5% |
| WISDOMTREE TR | 14 | Q2 2024 | 7.8% |
| LATTICE STRATEGIES TR | 14 | Q2 2024 | 7.6% |
| ISHARES TR | 14 | Q2 2024 | 3.6% |
| ISHARES TR | 14 | Q2 2024 | 3.9% |
View Fermata Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-12 |
| 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 |
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.