| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 21.6% |
| ISHARES TR | 11 | Q2 2024 | 16.4% |
| VANGUARD MID-CAP INDEX FUND | 11 | Q2 2024 | 11.7% |
| MICROSOFT CORP COM | 11 | Q2 2024 | 10.0% |
| ISHARES TR | 11 | Q2 2024 | 4.7% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 11 | Q2 2024 | 4.6% |
| AMAZON COM INC COM | 11 | Q2 2024 | 4.3% |
| VANGUARD S&P 500 ETF | 11 | Q2 2024 | 7.1% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 11 | Q2 2024 | 2.2% |
| ISHARES TR | 11 | Q2 2024 | 1.6% |
View CONSILIO WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-27 |
View CONSILIO WEALTH 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.