$110 Million is the total value of Laraway Financial Advisors Inc's 106 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGLT | Exit | VANGUARD LONG TERMlong term treas | $0 | – | -2,500 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 9.9% |
| SELECT SECTOR SPDR TR | 8 | Q3 2023 | 3.8% |
| SPDR S&P 500 ETF | 8 | Q3 2023 | 3.5% |
| VANGUARD VALUE ETF IV | 8 | Q3 2023 | 3.6% |
| MICROSOFT CORP | 8 | Q3 2023 | 3.5% |
| VANGUARD TAX-MANAGED FDS | 8 | Q3 2023 | 3.5% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.5% |
| SPDR SHORT TERM | 8 | Q3 2023 | 2.6% |
| SELECT STR FINANCIAL | 8 | Q3 2023 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 2.3% |
View Laraway Financial Advisors Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-06-09 |
| 13F-HR | 2023-02-22 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-17 |
| 13F-HR | 2022-02-11 |
View Laraway Financial Advisors 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.