$139 Thousand is the total value of Evolution Advisers, Inc.'s 159 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BNDW | New | VANGUARD SCOTTSDALE FDStotal wld bd etf | $6 | – | 92 | +100.0% | 0.00% | – |
| ARCC | New | ARES CAPITAL CORP | $4 | – | 270 | +100.0% | 0.00% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $2 | – | 31 | +100.0% | 0.00% | – | |
| LULU | New | LULULEMON ATHLETICA INC | $1 | – | 3 | +100.0% | 0.00% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $1 | – | 4 | +100.0% | 0.00% | – |
| UPST | New | UPSTART HLDGS INC | $0 | – | 16 | +100.0% | 0.00% | – |
| GNW | New | GENWORTH FINL INC | $0 | – | 36 | +100.0% | 0.00% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $0 | – | 6 | +100.0% | 0.00% | – |
| New | ATLASSIAN CORPORATIONcl a | $0 | – | 4 | +100.0% | 0.00% | – | |
| ABNB | New | AIRBNB INC | $0 | – | 6 | +100.0% | 0.00% | – |
| GRMN | New | GARMIN LTD | $0 | – | 9 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-05
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.