Hanson McClain, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationfolsom, CA
- CIK0001555170
- Alternate namesAllworth Financial LP
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
3,938 | $18.18B | VTI, BND, KRE, SPDW | 13F-HR | Jan 30, 2025 | 000114036125002456 | ||
3,747 | $16.42B | VTI, BND, SPDW, KRE | 13F-HR | Oct 23, 2024 | 000114036124044001 | ||
3,692 | $15.51B | VTI, BND, SPDW, KRE | 13F-HR | Jul 24, 2024 | 000114036124033914 | ||
3,598 | $14.15B | VTI, BND, SPDW, SPYV | 13F-HR | Apr 25, 2024 | 000114036124021962 | ||
3,449 | $13.08B | VTI, BND, SPDW, SPYV | 13F-HR | Jan 24, 2024 | 000114036124003687 | ||
3,432 | $11.67B | VTI, BND, SPDW, BSV | 13F-HR | Oct 31, 2023 | 000114036123050411 | ||
3,249 | $11.79B | VTI, BND, BSV, SPDW | 13F-HR | Jul 18, 2023 | 000114036123035024 | ||
3,181 | $9.96B | VTI, BND, SPDW, BSV | 13F-HR | Apr 18, 2023 | 000114036123018840 | ||
2,982 | $9.03B | VTI, BND, SPDW, BSV | 13F-HR | Jan 13, 2023 | 000114036123001571 | ||
3,037 | $7.92B | VTI, BND, BSV, FLOT | RESTATEMENT | Nov 14, 2022 | 000114036122041323 | ||
2,828 | $7.31B | VTI, BND, BSV, FLOT | 13F-HR | Jul 13, 2022 | 000156761922013941 | ||
2,368 | $7.84B | VTI, BND, FLOT, SPDW | 13F-HR | Apr 22, 2022 | 000156761922008837 | ||
2,080 | $7.05B | VTI, BND, BSV, AGG | 13F-HR | Jan 21, 2022 | 000156761922001428 | ||
1,986 | $5.99B | VTI, BND, BSV, AGG | 13F-HR | Nov 2, 2021 | 000156761921019152 | ||
1,605 | $5.41B | VTI, BND, BSV, AGG | 13F-HR | Aug 2, 2021 | 000156761921014255 | ||
1,556 | $4.87B | VTI, BND, BSV, AGG | 13F-HR | Apr 29, 2021 | 000156761921008721 | ||
1,437 | $3.81B | VTI, BND, SPDW, SPYV | 13F-HR | Jan 26, 2021 | 000156761921001531 | ||
1,243 | $3.32B | VTI, BND, QUAL, JPST | 13F-HR | Nov 3, 2020 | 000156761920018564 | ||
1,252 | $3.24B | VTI, BND, QUAL, JPST | 13F-HR | Jul 24, 2020 | 000156761920013668 | ||
1,338 | $3.01B | VTI, BND, QUAL, JPST | 13F-HR | Apr 17, 2020 | 000156761920008085 | ||
1,112 | $2.85B | SPDR SER TR, KRE, QUAL, JPST | 13F-HR | Jan 16, 2020 | 000156761920001190 | ||
1,018 | $2.62B | SPDR SER TR, KRE, QUAL, JPST | 13F-HR | Oct 9, 2019 | 000156761919019414 | ||
1,012 | $2.56B | SPDR SER TR, KRE, QUAL, JPST | 13F-HR | Jul 25, 2019 | 000156761919015157 | ||
1,028 | $2.31B | SPDR SER TR, KRE, JPST, QUAL | 13F-HR | May 7, 2019 | 000156761919009961 | ||
908 | $2.03B | SPDR SER TR, KRE, JPST, QUAL | 13F-HR | Feb 11, 2019 | 000156761919003005 | ||
926 | $2.21B | SPDR SER TR, KRE, JPST, VTI | 13F-HR | Oct 30, 2018 | 000156761918004725 | ||
972 | $2.09B | SPDR SER TR, KRE, JPST, VTI | 13F-HR | Aug 8, 2018 | 000156761918000045 | ||
896 | $1.30B | VTI, AGG, QUAL, ITOT | 13F-HR | May 2, 2018 | 000114036118020895 | ||
820 | $1.28B | VTI, AGG, VYM, ITOT | 13F-HR | Feb 22, 2018 | 000114036118009459 | ||
774 | $1.21B | VTI, AGG, VYM, ITOT | 13F-HR | Oct 12, 2017 | 000114036117038534 | ||
773 | $1.13B | VTI, AGG, VYM, ITOT | 13F-HR | Aug 7, 2017 | 000114036117030370 | ||
797 | $1.06B | AGG, VTI, VYM, ITOT | 13F-HR | May 9, 2017 | 000114036117019145 | ||
720 | $987.12M | AGG, VTI, VYM, USMV | 13F-HR | Feb 2, 2017 | 000114036117004133 | ||
742 | $950.73M | AGG, VTI, VYM, USMV | 13F-HR | Feb 7, 2017 | 000114036117004740 | ||
685 | $892.24M | AGG, VTI, VYM, USMV | 13F-HR | Aug 23, 2016 | 000114036116077477 | ||
657 | $799.37M | AGG, VTI, VEA, VYM | 13F-HR | May 16, 2016 | 000114036116065581 | ||
673 | $553.39M | VTI, AGG, VEA, VYM | 13F-HR | Feb 16, 2016 | 000114036116053071 | ||
669 | $281.09M | VTI, AGG, VWO, VEA | 13F-HR | Oct 30, 2015 | 000114036115038987 | ||
639 | $280.25M | VTI, VWO, AGG, VEA | 13F-HR | Aug 6, 2015 | 000114036115030045 | ||
636 | $268.91M | VTI, VWO, AGG, FDL | 13F-HR | Jun 1, 2015 | 000114036115022557 | ||
122 | $264.36M | VTI, VWO, AGG, VOO | RESTATEMENT | Mar 9, 2015 | 000114036115010967 | ||
123 | $264.60M | VTI, VWO, AGG, VOO | RESTATEMENT | Feb 17, 2015 | 000114036115006775 | ||
96 | $257.19M | VTI, VWO, AGG, FDL | RESTATEMENT | Mar 9, 2015 | 000114036115010959 | ||
93 | $221.74M | VTI, VWO, FDL, 1848782D | RESTATEMENT | Mar 9, 2015 | 000114036115010953 | ||
77 | $228.31M | VTI, VWO, SPY, IDV* | 13F-HR | Apr 4, 2014 | 000114036114015828 | ||
68 | $202.11M | VTI, VWO, FDL, IDV* | 13F-HR | Feb 14, 2014 | 000114036114008094 |