$156 Million is the total value of Investment Advisory Group, LLC's 122 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS HIGH DIV YLD | 8 | Q3 2023 | 7.5% |
| DIMENSIONAL ETF TRUST US CORE EQUITY 2 | 8 | Q3 2023 | 7.2% |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 8 | Q3 2023 | 5.7% |
| ISHARES TR | 8 | Q3 2023 | 4.8% |
| ISHARES TR | 8 | Q3 2023 | 4.5% |
| ISHARES TR | 8 | Q3 2023 | 4.2% |
| APPLE INC | 8 | Q3 2023 | 3.4% |
| ISHARES TR MSCI USA MIN VOL | 8 | Q3 2023 | 3.1% |
| ISHARES TR | 8 | Q3 2023 | 3.0% |
| VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | 8 | Q3 2023 | 3.0% |
View Investment Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-11 |
View Investment Advisory Group, 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.