Ken Stern & Associates, Inc.
13F Portfolio Filings
- Most recent 13FQ3 2018
- Locationsan diego, CA
- CIK0001653168
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
133 | $229.77M | ESS, IWO, VEA, BND | 13F-HR | Nov 13, 2018 | 000165316818000004 | ||
129 | $216.64M | ESS, IWO, VEA, BND | 13F-HR | Aug 8, 2018 | 000165316818000003 | ||
117 | $226.99M | ESS, BIV, IWO, VEA | 13F-HR | May 21, 2018 | 000165316818000002 | ||
117 | $229.49M | ESS, BIV, IWO, VEA | 13F-HR | Feb 8, 2018 | 000165316818000001 | ||
115 | $226.27M | ESS, BIV, IWO, VEA | 13F-HR | Nov 1, 2017 | 000165316817000004 | ||
113 | $219.25M | ESS, BIV, IWO, IVV | 13F-HR | Aug 11, 2017 | 000165316817000003 | ||
111 | $213.23M | ESS, BIV, IWO, IVV | 13F-HR | May 11, 2017 | 000165316817000002 | ||
104 | $193.17M | ESS, BIV, BND, IWO | 13F-HR | Feb 9, 2017 | 000165316817000001 | ||
92 | $144.82M | BIV, IEF, IWO, IVV | 13F-HR | Nov 15, 2016 | 000165316816000025 | ||
81 | $127.37M | VCSH, IEF, IWO, IVV | 13F-HR | Jul 21, 2016 | 000165316816000024 | ||
79 | $144.20M | VCSH, IEF, IVV, IWO | 13F-HR | Jun 7, 2016 | 000165316816000012 | ||
81 | $149.04M | VOO, VCSH, 9000051D, IVV | RESTATEMENT | Jun 10, 2016 | 000165316816000014 | ||
68 | $128.83M | VOO, VCSH, 9000051D, IWO | RESTATEMENT | Jun 10, 2016 | 000165316816000020 | ||
68 | $128.83M | VOO, VCSH, 9000051D, IWO | RESTATEMENT | Nov 18, 2015 | 000165316815000005 | ||
67 | $138.31M | VOO, VCSH, 9000051D, IWO | RESTATEMENT | Jun 10, 2016 | 000165316816000018 | ||
73 | $133.23M | VOO, VCSH, 9000051D, IJS | RESTATEMENT | Jun 10, 2016 | 000165316816000022 | ||
78 | $128.56M | VCSH, 9000051D, IJS, EFA | RESTATEMENT | Jun 10, 2016 | 000165316816000016 | ||
78 | $128.56M | VCSH, 9000051D, IJS, EFA | RESTATEMENT | Dec 4, 2015 | 000165316815000007 |