Fermata Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsonoma, CA
- CIK0001859259
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
265 | $535.58M | FBND, IVV, IWF, UJAN | 13F-HR | Jan 14, 2025 | 000108514625000208 | ||
248 | $492.62M | FBND, IVV, UJAN, IWF | 13F-HR | Oct 9, 2024 | 000108514624004755 | ||
228 | $435.45M | IVV, SGOV, UJAN, IWF | 13F-HR | Jul 12, 2024 | 000108514624002924 | ||
212 | $443.93M | IVV, FBND, UJAN, IWF | 13F-HR | Apr 12, 2024 | 000108514624001761 | ||
187 | $419.31M | IVV, AGG, AAPL, VANGUARD SCOTTSDALE FDS | 13F-HR | Jan 19, 2024 | 000108514624000364 | ||
163 | $355.02M | IVV, AGG, AAPL, DFAI | 13F-HR | Nov 7, 2023 | 000108514623004133 | ||
71 | $110.55M | LTPZ, MOAT, VOO, EDV | 13F-HR | Jul 24, 2023 | 000108514623002882 | ||
99 | $165.54M | AAPL, IVV, AGG, HDV | 13F-HR | Apr 13, 2023 | 000108514623001663 | ||
136 | $337.45M | AGG, DGRO, SCHD, HDV | 13F-HR | Feb 13, 2023 | 000108514623001111 | ||
131 | $307.24M | IVV, DGRO, HDV, CDC | 13F-HR | Nov 14, 2022 | 000108514622004037 | ||
158 | $286.77M | DGRO, IVV, VANGUARD SCOTTSDALE FDS, CDC | 13F-HR | Aug 9, 2022 | 000108514622002901 | ||
185 | $266.74M | IVV, VANGUARD SCOTTSDALE FDS, PRF, AGG | 13F-HR | Apr 22, 2022 | 000108514622001512 | ||
184 | $273.20M | VANGUARD SCOTTSDALE FDS, IVV, NTSX, VOO | 13F-HR | Feb 2, 2022 | 000108514622000477 | ||
174 | $226.49M | VOO, VANGUARD SCOTTSDALE FDS, IVV, RODM | 13F-HR | Oct 29, 2021 | 000108514621002952 | ||
153 | $172.07M | VOO, VANGUARD SCOTTSDALE FDS, RODM, XSOE | 13F-HR | Aug 10, 2021 | 000108514621002300 | ||
70 | $118.83M | VANGUARD SCOTTSDALE FDS, VOO, XSOE, RODM | 13F-HR | May 18, 2021 | 000108514621001807 |