| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 13.8% |
| SPDR DOW JONES INDL AVERAGE | 8 | Q3 2023 | 12.1% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 13.1% |
| SPDR SER TR | 8 | Q3 2023 | 8.1% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 8.0% |
| INVESCO ACTVELY MNGD ETC FD | 8 | Q3 2023 | 6.8% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 5.1% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.0% |
| APPLE INC | 8 | Q3 2023 | 3.8% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.0% |
View Echo45 Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-28 |
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.