$200 Million is the total value of Altiora Financial Group, LLC's 49 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 31.5% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 11.2% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 10.5% |
| SPDR SER TR | 4 | Q3 2023 | 8.1% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 4.9% |
| SPDR SER TR | 4 | Q3 2023 | 5.8% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 3.7% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 3.3% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.4% |
View Altiora Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-07-19 |
View Altiora Financial Group, 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.