| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FLEXSHARES TR | 8 | Q3 2023 | 11.9% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 8.3% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 9.7% |
| ISHARES TR | 8 | Q3 2023 | 6.9% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 8.4% |
| ISHARES TR | 8 | Q3 2023 | 6.9% |
| ISHARES TR | 8 | Q3 2023 | 8.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.3% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.8% |
| INVESCO EXCH TRADED FD TR II | 8 | Q3 2023 | 3.9% |
View Bell Investment Advisors, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
View Bell Investment Advisors, Inc'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.