$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -83 | -100.0% | -0.01% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -196 | -100.0% | -0.01% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -243 | -100.0% | -0.02% | – |
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 | 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.