$87 Million is the total value of CLARIS ADVISORS, LLC / MO /'s 40 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 35.2% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 11.4% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 11.9% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 8.9% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 6.5% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 4.2% |
US BANCORP DEL | 8 | Q3 2023 | 2.8% |
MICROSOFT CORP | 8 | Q3 2023 | 2.3% |
APPLE INC | 8 | Q3 2023 | 2.4% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 0.9% |
View CLARIS ADVISORS, LLC / MO /'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-04 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-28 |
13F-HR | 2022-04-21 |
13F-HR | 2022-01-28 |
View CLARIS ADVISORS, LLC / MO /'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.