$396 Million is the total value of LRI Investments, LLC's 1009 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2024 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2024-05-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 2 | Q2 2024 | 19.1% |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 2 | Q2 2024 | 6.4% |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 2 | Q2 2024 | 6.2% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 2 | Q2 2024 | 6.1% |
| ASSURED GUARANTY LTD COM | 2 | Q2 2024 | 6.2% |
| WISDOMTREE INTERNATIONAL EQUITY FUND | 2 | Q2 2024 | 5.5% |
| WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | 2 | Q2 2024 | 3.4% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 2 | Q2 2024 | 3.1% |
| VANGUARD REAL ESTATE ETF | 2 | Q2 2024 | 2.9% |
| AMAZON COM INC COM | 2 | Q2 2024 | 2.8% |
View LRI Investments, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| N-PX | 2024-07-24 |
| 13F-HR/A | 2024-05-21 |
| 13F-HR | 2024-05-14 |
View LRI Investments, 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.