$88.7 Million is the total value of Conrad Siegel Investment Advisors, Inc.'s 23 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 2022-10-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 27.4% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 31.9% |
| ISHARES TR | 11 | Q2 2024 | 23.8% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 13.5% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 8.7% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 8.7% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 6.8% |
| APPLE INC | 11 | Q2 2024 | 2.4% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 3.7% |
| ALPHABET INC | 11 | Q2 2024 | 2.1% |
View Conrad Siegel Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| 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 |
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.