| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 15.7% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 15.4% |
| VANGUARD VALUE INDEX FUND | 11 | Q2 2024 | 13.3% |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 11 | Q2 2024 | 12.6% |
| VANGUARD SHORT-TERM BOND INDEX FUND | 11 | Q2 2024 | 9.1% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 6.1% |
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 5.7% |
| VANGUARD LONG-TERM BOND INDEX FUND | 11 | Q2 2024 | 5.4% |
| VANGUARD SMALL-CAP INDEX FUND | 11 | Q2 2024 | 4.3% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 11 | Q2 2024 | 3.6% |
View Evolution Advisers, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-26 |
| N-PX | 2024-07-26 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-22 |
View Evolution Advisers, 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.