OKABENA INVESTMENT SERVICES INC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationminneapolis, MN
- CIK0001157519
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
115 | $359.82M | VANGUARD STAR FDS, VOO, DYH, VT | 13F-HR | Feb 12, 2025 | 000089710125000093 | ||
107 | $354.52M | VANGUARD STAR FDS, DYH, VT, VOO | 13F-HR | Nov 12, 2024 | 000089710124000561 | ||
110 | $315.21M | VANGUARD STAR FDS, VT, EEM, IJR | 13F-HR | Aug 9, 2024 | 000089710124000357 | ||
97 | $300.21M | VANGUARD STAR FDS, VT, EEM, VOO | 13F-HR | May 13, 2024 | 000089710124000176 | ||
98 | $256.82M | VANGUARD STAR FDS, EEM, SPY, DFAI | 13F-HR | Feb 14, 2024 | 000089710124000077 | ||
103 | $128.56M | VANGUARD STAR FDS, DFAI, SPY, IAU | RESTATEMENT | Nov 27, 2023 | 000089710123000509 | ||
152 | $136.63M | VANGUARD STAR FDS, DFAI, SPY, VT | 13F-HR | Aug 14, 2023 | 000089710123000368 | ||
201 | $143.10M | VANGUARD STAR FDS, SPY, DFAE, VT | 13F-HR | May 15, 2023 | 000089710123000206 | ||
214 | $151.02M | VANGUARD STAR FDS, MDYV, DFAI, VT | 13F-HR | Feb 8, 2023 | 000089710123000068 | ||
167 | $207.05M | VANGUARD STAR FDS, SPY, IEMG, MSFT | 13F-HR | Nov 14, 2022 | 000089710122000969 | ||
168 | $194.43M | VEU, VWO, SPY, DFAI | 13F-HR | Aug 11, 2022 | 000089710122000769 | ||
180 | $236.59M | VEU, VWO, SPY, DFAI | 13F-HR | May 12, 2022 | 000089710122000504 | ||
195 | $262.98M | VEU, VWO, SPY, GQ9 | RESTATEMENT | Mar 25, 2022 | 000089710122000322 | ||
98 | $190.00M | VEU, VWO, IJR, GQ9 | 13F-HR | Nov 12, 2021 | 000089710121000935 | ||
92 | $212.60M | VEU, VWO, IJR, GQ9 | 13F-HR | Aug 13, 2021 | 000089710121000709 | ||
69 | $185.71M | VEU, VWO, IJR, DFAI | 13F-HR | May 14, 2021 | 000089710121000417 | ||
74 | $171.45M | VEU, VWO, IJR, GQ9 | 13F-HR | Feb 12, 2021 | 000089710121000072 | ||
77 | $130.63M | GQ9, VWO, VOO, VEU | 13F-HR | Nov 12, 2020 | 000089710120000897 | ||
73 | $113.91M | GQ9, VWO, IJR, VOO | 13F-HR | Aug 10, 2020 | 000089710120000646 | ||
70 | $87.83M | GQ9, VWO, SPY, TIP | 13F-HR | May 8, 2020 | 000089710120000337 | ||
67 | $107.62M | VWO, GQ9, GOOG, BABA | 13F-HR | Feb 12, 2020 | 000089710120000058 |