$172 Million is the total value of CONSILIO WEALTH ADVISORS, LLC's 49 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COST | New | COSTCO WHSL CORP NEW | $217,209 | – | 384 | +100.0% | 0.13% | – |
| ADBE | New | ADOBE INC | $200,784 | – | 396 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-12
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.