Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2010 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 13.8% |
SPDR DOW JONES INDL AVERAGE | 11 | Q2 2024 | 12.1% |
VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 13.1% |
SPDR SER TR | 11 | Q2 2024 | 8.1% |
VANGUARD BD INDEX FDS | 11 | Q2 2024 | 8.0% |
INVESCO ACTVELY MNGD ETC FD | 11 | Q2 2024 | 10.0% |
VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 5.3% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 3.5% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 3.4% |
APPLE INC | 11 | Q2 2024 | 3.8% |
View Echo45 Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-09 |
13F-HR | 2024-07-26 |
13F-HR | 2024-04-18 |
13F-HR | 2024-01-31 |
13F-HR | 2023-11-02 |
13F-HR | 2023-07-31 |
13F-HR | 2023-04-27 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-19 |
13F-HR | 2022-07-27 |
View Echo45 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.