AdvicePeriod, LLC
Q2 2021 13F Holdings
- Locationlos angeles, CA
- Num holdings
85
- Value ($000)
$1,536,531
- Date Filed07/29/2021
- Form type13F-HR
- CIK0001634228
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | $211.26M | 14 % | 4,100,560 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $179.68M | 12 % | 3,308,373 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $161.26M | 11 % | 409,781 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $118.91M | 8 % | 533,646 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $63.88M | 4 % | 1,039,890 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $58.12M | 4 % | 611,295 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $48.31M | 3 % | 112,368 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $41.69M | 3 % | 622,272 | ||
BNDX VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | $36.29M | 2 % | 635,494 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $35.41M | 2 % | 187,781 |
Rows Per Page
1 - 10 of 8510
- 10
- 50
- 100