$119 Million is the total value of Fermata Advisors, LLC's 70 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-18
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.