Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 8 | Q3 2023 | 16.4% |
ISHARES TR | 8 | Q3 2023 | 15.8% |
VANGUARD MID-CAP INDEX FUND | 8 | Q3 2023 | 11.7% |
MICROSOFT CORP COM | 8 | Q3 2023 | 6.6% |
ISHARES TR | 8 | Q3 2023 | 4.7% |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 8 | Q3 2023 | 4.6% |
VANGUARD S&P 500 ETF | 8 | Q3 2023 | 7.1% |
AMAZON COM INC COM | 8 | Q3 2023 | 3.3% |
VANGUARD TOTAL BOND MARKET INDEX FUND | 8 | Q3 2023 | 2.2% |
ISHARES TR | 8 | Q3 2023 | 1.6% |
View CONSILIO WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
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.