$327 Million is the total value of AIRE ADVISORS, LLC's 139 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | VANGUARD INDEX FDS | $318,842 | – | 907 | +100.0% | 0.10% | – |
| TFLO | New | ISHARES TRtrs flt rt bd | $252,050 | – | 5,000 | +100.0% | 0.08% | – |
| XOM | New | EXXON MOBIL CORP | $219,607 | – | 1,991 | +100.0% | 0.07% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $217,289 | – | 2,626 | +100.0% | 0.07% | – |
| NUMV | New | NUSHARES ETF TRnuveen esg midvl | $210,119 | – | 7,063 | +100.0% | 0.06% | – |
| BLK | New | BLACKROCK INC | $207,075 | – | 294 | +100.0% | 0.06% | – |
| BHG | New | BRIGHT HEALTH GROUP INC | $76,652 | – | 117,944 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 8.5% |
| APPLE INC | 8 | Q3 2023 | 7.1% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 7.3% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 6.3% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.8% |
| SPDR SER TR | 8 | Q3 2023 | 4.8% |
| COMCAST CORP NEW | 8 | Q3 2023 | 5.7% |
| SPDR INDEX SHS FDS | 8 | Q3 2023 | 5.3% |
| SPDR SER TR | 8 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.3% |
View AIRE ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
View AIRE ADVISORS, LLC'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.