Advisory Services & Investments, LLC
13F Portfolio Filings
- Most recent 13FQ3 2024
- Locationbend, OR
- CIK0001862931
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
40 | $146.90M | DFIC, VO, DFAS, VOO | 13F-HR | Nov 12, 2024 | 000175496024000565 | ||
36 | $143.92M | DFIC, VO, VOO, DFAS | 13F-HR | Aug 6, 2024 | 000175496024000384 | ||
36 | $144.97M | DFIC, VO, DFAS, VOO | 13F-HR | Apr 18, 2024 | 000175496024000151 | ||
33 | $135.59M | DFIC, VO, DFAS, VOO | 13F-HR | Feb 13, 2024 | 000175496024000083 | ||
30 | $113.72M | DFIC, VO, DFAS, VOO | 13F-HR | Oct 10, 2023 | 000175496023000264 | ||
38 | $121.08M | DFIC, VO, DFAC, DFAS | 13F-HR | Jul 28, 2023 | 000175496023000225 | ||
36 | $110.16M | DFIC, VO, DFUV, DFAC | 13F-HR | Apr 27, 2023 | 000175496023000130 | ||
32 | $100.53M | DFIC, VO, DFUV, DFAC | 13F-HR | Feb 9, 2023 | 000175496023000068 | ||
37 | $94.73M | DFIC, DFUV, VO, DFAC | 13F-HR | Oct 13, 2022 | 000175496022000247 | ||
41 | $104.72M | DFIC, DFAC, SCHG, DFUV | 13F-HR | Jul 27, 2022 | 000175496022000194 | ||
40 | $123.51M | SCHG, SCHV, VBR, VGK | 13F-HR | Apr 27, 2022 | 000175496022000108 | ||
36 | $156.33M | SCHZ, SCHG, SCHV, VBR | 13F-HR | Feb 8, 2022 | 000175496022000057 | ||
34 | $152.36M | SCHZ, SCHG, SCHV, VBR | 13F-HR | Nov 1, 2021 | 000175496021000201 | ||
23 | $137.22M | SCHZ, SCHG, SCHV, VBR | 13F-HR | Jul 22, 2021 | 000175496021000140 | ||
22 | $123.09M | SCHV, SCHG, SCHZ, VGK | 13F-HR | May 21, 2021 | 000175496021000097 |