$292 Million is the total value of Ashford Advisors, LLC's 15 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VHT | New | VANGUARD INDEX FDShealth car etf | $1,744,536 | – | 7,033 | +100.0% | 0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2024-02-12
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 15 | Q2 2024 | 76.9% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 18.2% |
SCHWAB STRATEGIC TR | 15 | Q2 2024 | 7.4% |
ISHARES TR | 15 | Q2 2024 | 3.3% |
SPDR DOW JONES INDL AVERAGE | 15 | Q2 2024 | 0.7% |
ISHARES TR | 15 | Q2 2024 | 1.1% |
SPDR SER TR | 15 | Q2 2024 | 0.4% |
ISHARES TR | 15 | Q2 2024 | 0.3% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 0.2% |
SCHWAB STRATEGIC TR | 14 | Q2 2024 | 12.0% |
View Ashford Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-15 |
N-PX | 2024-07-09 |
13F-HR | 2024-04-26 |
13F-HR/A | 2024-02-12 |
13F-HR/A | 2024-02-12 |
13F-HR/A | 2024-02-12 |
13F-HR/A | 2024-02-12 |
13F-HR/A | 2024-02-01 |
13F-HR | 2024-01-30 |
13F-HR | 2023-11-08 |
View Ashford 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.