Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 26.0% |
Vanguard Total Stock Market ETF | 8 | Q3 2023 | 18.5% |
VANGUARD TAX-MANAGED FDS | 8 | Q3 2023 | 12.3% |
SELECT SECTOR SPDR TR | 8 | Q3 2023 | 11.0% |
Technology Select Sector SPDR ETF | 8 | Q3 2023 | 12.4% |
Vanguard Small-Cap ETF | 8 | Q3 2023 | 5.2% |
APPLE INC | 8 | Q3 2023 | 1.5% |
JPMORGAN CHASE & CO | 8 | Q3 2023 | 0.8% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 0.6% |
SELECT SECTOR SPDR TR | 7 | Q3 2023 | 10.8% |
View 5th Street Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-01 |
13F-HR | 2024-02-12 |
13F-HR | 2023-10-31 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-08 |
13F-HR | 2022-07-20 |
13F-HR | 2022-05-02 |
13F-HR | 2022-02-14 |
View 5th Street 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.