$448 Million is the total value of Hernani LP's 6 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Buy | VANGUARD TAX-MANAGED FDSftse dev mkt etf | $120,796,369 | +21.3% | 2,674,261 | +12.7% | 26.96% | +9.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $51,897,840 | +32.0% | 1,284,600 | +27.3% | 11.58% | +18.9% |
| Buy | Ishares Incishares msci eafe value etf | $21,215,617 | +158.3% | 437,165 | +144.2% | 4.74% | +132.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 41.0% |
| Ishares Inc | 7 | Q2 2023 | 34.6% |
| VANGUARD INDEX FDS | 6 | Q1 2023 | 58.0% |
| VANGUARD TAX-MANAGED FDS | 6 | Q1 2023 | 27.0% |
| VANGUARD INTL EQUITY INDEX F | 6 | Q1 2023 | 11.6% |
| VANGUARD BD INDEX FDS | 6 | Q1 2023 | 7.2% |
| VANGUARD BD INDEX FDS | 5 | Q2 2024 | 100.0% |
| Ishares Inc | 3 | Q4 2022 | 1.3% |
| SPDR | 3 | Q3 2022 | 1.4% |
| Vaneck | 3 | Q3 2022 | 1.1% |
View Hernani LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Hernani LP'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.