Adviser Investments LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationnewton, MA
- CIK0001544576
- Alternate namesRWA WEALTH PARTNERS, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
557 | $8.12B | VUG, VTV, VEA, VANGUARD SCOTTSDALE FDS | 13F-HR | Feb 12, 2025 | 000154457625000001 | ||
559 | $8.01B | VUG, VTV, VEA, VANGUARD SCOTTSDALE FDS | 13F-HR | Nov 8, 2024 | 000154457624000007 | ||
543 | $7.58B | VUG, VTV, VEA, VANGUARD SCOTTSDALE FDS | 13F-HR | Aug 12, 2024 | 000154457624000005 | ||
534 | $7.43B | VUG, VTV, VEA, VANGUARD SCOTTSDALE FDS | 13F-HR | Apr 29, 2024 | 000154457624000004 | ||
516 | $7.01B | VUG, VTV, VEA, VANGUARD SCOTTSDALE FDS | 13F-HR | Feb 1, 2024 | 000154457624000001 | ||
374 | $4.59B | VUG, VTV, VEA, VANGUARD SCOTTSDALE FDS | 13F-HR | Oct 11, 2023 | 000154457623000005 | ||
328 | $4.57B | VUG, VTV, VEA, VANGUARD SCOTTSDALE FDS | 13F-HR | Aug 4, 2023 | 000154457623000004 | ||
256 | $4.17B | VUG, VTV, VEA, VANGUARD SCOTTSDALE FDS | 13F-HR | Apr 26, 2023 | 000154457623000003 | ||
258 | $4.02B | VUG, VTV, VEA, VANGUARD SCOTTSDALE FDS | 13F-HR | Jan 19, 2023 | 000158296823000002 | ||
243 | $1.42B | BND, VFVA, VANGUARD MUN BD FDS, FBND | 13F-HR | Oct 14, 2022 | 000154457622000006 | ||
240 | $1.48B | BND, VFVA, VANGUARD MUN BD FDS, VSS | 13F-HR | Jul 14, 2022 | 000154457622000005 | ||
253 | $1.55B | BND, VANGUARD MUN BD FDS, IVV, VIG | 13F-HR | May 4, 2022 | 000154457622000003 | ||
249 | $1.49B | IVV, VIG, BND, VANGUARD MUN BD FDS | 13F-HR | Jan 31, 2022 | 000154457622000001 | ||
237 | $1.34B | VIG, IVV, VANGUARD MUN BD FDS, BND | 13F-HR | Nov 5, 2021 | 000154457621000006 | ||
242 | $1.34B | IVV, VIG, VANGUARD MUN BD FDS, BND | 13F-HR | Jul 9, 2021 | 000154457621000005 | ||
238 | $1.24B | IVV, VIG, VANGUARD MUN BD FDS, EFG | 13F-HR | May 5, 2021 | 000154457621000004 | ||
230 | $1.13B | IVV, FBND, VIG, VANGUARD MUN BD FDS | 13F-HR | Jan 26, 2021 | 000154457621000001 | ||
212 | $950.67M | IVV, FBND, VIG, VANGUARD MUN BD FDS | 13F-HR | Nov 13, 2020 | 000154457620000006 | ||
211 | $818.02M | IVV, VIG, FHLC, BSV | 13F-HR | Aug 3, 2020 | 000154457620000005 | ||
196 | $705.65M | BSV, VIG, IVV, FHLC | 13F-HR | Apr 8, 2020 | 000154457620000004 | ||
237 | $1.01B | IVV, BSV, EFG, FHLC | 13F-HR | Feb 7, 2020 | 000154457620000003 | ||
230 | $946.88M | IVV, BSV, EFG, FHLC | 13F-HR | Nov 13, 2019 | 000154457619000007 | ||
228 | $931.28M | IVV, BSV, EFG, FHLC | 13F-HR | Aug 12, 2019 | 000154457619000006 | ||
229 | $874.93M | IVV, BSV, EFG, HYS | 13F-HR | May 7, 2019 | 000154457619000005 | ||
217 | $760.22M | IVV, BSV, EFG, FHLC | 13F-HR | Jan 25, 2019 | 000154457619000003 | ||
228 | $893.14M | IVV, MUB, BSV, VCIT | 13F-HR | Nov 14, 2018 | 000154457618000005 | ||
820 | $896.15M | IVV, MUB, HYS, IJH | 13F-HR | Aug 2, 2018 | 000154457618000004 | ||
597 | $777.51M | IVV, MUB, IEFA, IJH | 13F-HR | May 14, 2018 | 000154457618000003 | ||
230 | $889.48M | IVV, MUB, IEFA, IJH | 13F-HR | Feb 12, 2018 | 000154457618000001 | ||
237 | $886.47M | IVV, MUB, IJH, IEFA | 13F-HR | Oct 23, 2017 | 000154457617000012 | ||
183 | $815.25M | IVV, MUB, IEFA, LQD | 13F-HR | Aug 14, 2017 | 000154457617000011 | ||
177 | $762.59M | IVV, MUB, IEFA, SPY | 13F-HR | Apr 25, 2017 | 000154457617000010 | ||
48 | $110.23M | MUB, MGC, GE, IVOV | 13F-HR | Feb 13, 2017 | 000154457617000005 |