Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR KLD 400 SOCIAL INDEX FD | 4 | Q2 2024 | 30.4% |
SCHWAB US DIVIDEND EQUITY ETF | 4 | Q2 2024 | 28.9% |
ISHARES ESG ADVANCED MSCI EAFE ETF | 4 | Q2 2024 | 14.1% |
VANGUARD LARGE CAP | 4 | Q2 2024 | 11.6% |
SPDR S&P 500 ETF | 4 | Q2 2024 | 5.3% |
ISHARES S&P SMALLCAP 600 ETF | 4 | Q2 2024 | 10.0% |
SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 4 | Q2 2024 | 3.1% |
VANGUARD FTSE ALL-WORLD EX-US | 4 | Q2 2024 | 1.7% |
ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF | 4 | Q2 2024 | 1.9% |
VANECK ISRAEL ETF | 4 | Q2 2024 | 1.0% |
View Syntrinsic LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-29 |
13F-HR | 2024-08-08 |
13F-HR | 2024-08-08 |
13F-HR | 2024-08-08 |
13F-HR | 2024-08-08 |
View Syntrinsic 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.