$115 Million is the total value of Evolution Advisers, Inc.'s 149 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $72,000 | – | 1,231 | +100.0% | 0.06% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $3,000 | – | 84 | +100.0% | 0.00% | – |
| ARCC | New | ARES CAPITAL CORP | $4,000 | – | 256 | +100.0% | 0.00% | – |
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 |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 15.7% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 15.4% |
| VANGUARD VALUE INDEX FUND | 8 | Q3 2023 | 13.3% |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 8 | Q3 2023 | 12.6% |
| VANGUARD SHORT-TERM BOND INDEX FUND | 8 | Q3 2023 | 9.1% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 6.1% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 5.7% |
| VANGUARD LONG-TERM BOND INDEX FUND | 8 | Q3 2023 | 5.4% |
| VANGUARD SMALL-CAP INDEX FUND | 8 | Q3 2023 | 4.3% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 8 | Q3 2023 | 3.6% |
View Evolution Advisers, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-09 |
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.