$94.5 Million is the total value of 5th Street Advisors, LLC's 18 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKA | Berkshire Hathaway Inc Class Acl a | $529,000 | +17.3% | 1 | 0.0% | 0.56% | +30.8% | |
TSLA | Tesla Inc | $317,000 | +1.9% | 294 | 0.0% | 0.34% | +13.9% | |
AOR | iShares Core Growth Allocation ETFgrwt allocat etf | $307,000 | -5.5% | 5,686 | 0.0% | 0.32% | +5.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-02
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.