| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF | 8 | Q3 2023 | 11.5% |
| SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF | 8 | Q3 2023 | 8.0% |
| SCHWAB EMERGING MARKETS EQUITY ETF | 8 | Q3 2023 | 7.3% |
| ISHARES CORE S&P 500 ETF | 8 | Q3 2023 | 6.1% |
| ISHARES CORE MSCI EAFE ETF | 8 | Q3 2023 | 4.2% |
| ISHARES MSCI USA QUALITY FACTOR ETF | 8 | Q3 2023 | 4.2% |
| VANGUARD LONG-TERM TREASURY ETF | 8 | Q3 2023 | 4.8% |
| SCHWAB U.S. LARGE-CAP ETF | 8 | Q3 2023 | 3.9% |
| ISHARES NATIONAL MUNI BOND ETF | 8 | Q3 2023 | 4.4% |
| ISHARES RUSSELL 1000 VALUE ETF | 8 | Q3 2023 | 3.6% |
View Red Tortoise LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-02-10 |
View Red Tortoise 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.