| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR ESG MSCI USA ETF | 3 | Q2 2024 | 8.2% |
| JPMORGAN CHASE COMPANY | 3 | Q2 2024 | 5.7% |
| ALPHABET INCORPORATED CAP STK CLASS A | 3 | Q2 2024 | 5.5% |
| ISHARES TR ESG AWRE USD ETF | 3 | Q2 2024 | 5.0% |
| NVIDIA CORPORATION | 3 | Q2 2024 | 5.9% |
| ISHARES TR ESG EAFE ETF | 3 | Q2 2024 | 5.0% |
| ISHARES TR CORE MSCI EAFE | 3 | Q2 2024 | 4.9% |
| NUVEEN ESG LARGE-CAP VALUE ETF | 3 | Q2 2024 | 4.6% |
| ISHARES INCORPORATED CORE MSCI EMKT | 3 | Q2 2024 | 4.7% |
| ISHARES TR EGSADVNCDMSCI EM | 3 | Q2 2024 | 4.3% |
View Invera Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-08-07 |
| 13F-HR/A | 2024-04-22 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-17 |
View Invera Wealth 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.