$115 Million is the total value of Conrad Siegel Investment Advisors, Inc.'s 30 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 23.8% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 23.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 31.9% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 13.5% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 8.7% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 8.7% |
| APPLE INC | 8 | Q3 2023 | 2.4% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 3.7% |
| ALPHABET INC | 8 | Q3 2023 | 2.1% |
| AMAZON COM INC | 8 | Q3 2023 | 2.0% |
View Conrad Siegel Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-28 |
View Conrad Siegel 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.