Taddei, Ludwig & Associates, Inc.
Q1 2021 13F Holdings
- Locationsan rafael, CA
- Num holdings
85
- Value ($000)
$281,493
- Date Filed10/13/2021
- Form type13F-HR
- CIK0001759641
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $48.19M | 17 % | 132,291 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $36.83M | 13 % | 277,069 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $36.31M | 13 % | 145,229 | ||
VEA VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | $34.85M | 12 % | 709,715 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $22.58M | 8 % | 440,006 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $11.63M | 4 % | 241,127 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $11.53M | 4 % | 113,107 | ||
FBND FIDELITY COVINGTON TRUST | TOTAL BD ETF | 316188309 | $10.90M | 4 % | 208,014 | ||
NRIX NURIX THERAPEUTICS INC | COM | 67080M103 | $8.81M | 3 % | 283,333 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $7.50M | 3 % | 144,077 |
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