$124 Million is the total value of Allie Family Office LLC's 66 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 8 | Q3 2023 | 36.0% |
ISHARES TR | 8 | Q3 2023 | 13.4% |
ISHARES TR | 8 | Q3 2023 | 5.9% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 5.4% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 5.3% |
ISHARES TR | 8 | Q3 2023 | 5.7% |
SPDR INDEX SHS FDS | 8 | Q3 2023 | 3.5% |
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 3.4% |
SPDR GOLD TR | 8 | Q3 2023 | 3.0% |
ISHARES TR | 8 | Q3 2023 | 2.1% |
View Allie Family Office LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-14 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-01 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-14 |
View Allie Family Office 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.