Institutions / AdvicePeriod, LLC
AdvicePeriod, LLC
CIK 1634228 · Institution · as of Jun 30, 2021
Portfolio value
$1.54B
Positions
85
As of
Jun 30, 2021
Portfolio trend
Portfolio value
$1.54B+9.1%Positions
85+3.7%Top holdings
Jun 30, 2021View all 85 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Intl FdVEA | $211.26M | 13.7% |
| Vanguard Intl Equity Index FVWO | $179.68M | 11.7% |
| Vanguard Index FdsVOO | $161.26M | 10.5% |
| Vanguard Index FdsVTI | $118.91M | 7.7% |
| Vanguard Scottsdale FdsVGSH | $63.88M | 4.2% |
| Vanguard Scottsdale FdsVCIT | $58.12M | 3.8% |
| iShares Trust | $48.31M | 3.1% |
| iShares IncIEMG | $41.69M | 2.7% |
| Vanguard Charlotte FdsBNDX | $36.29M | 2.4% |
| Vanguard Index FdsVXF | $35.41M | 2.3% |
| iShares Trust | $33.98M | 2.2% |
| iShares Trust | $31.12M | 2.0% |
| iShares TrIEFA | $29.37M | 1.9% |
| Vanguard Index FdsVTV | $29.27M | 1.9% |
| First Tr Exchange-Traded FdEMLP | $23.36M | 1.5% |
| Vanguard Whitehall FdsVWOB | $21.46M | 1.4% |
| Vanguard Bd Index FdsBSV | $20.22M | 1.3% |
| iShares TrIWB | $19.57M | 1.3% |
| Vanguard Index FdsVBR | $18.78M | 1.2% |
| Vanguard Index FdsVNQ | $17.14M | 1.1% |
| Vanguard Bd Index FdsBIV | $16.88M | 1.1% |
| iShares TrIJR | $15.88M | 1.0% |
| Vanguard Index FdsVOE | $15.80M | 1.0% |
| iShares TrIVE | $15.04M | 1.0% |
| iShares Trust | $14.09M | 0.9% |
Activity
Jun 30, 2021View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2021 as of | Add Other (per filing) | VOO Voo | $15.82M | +43K +11.65% | 416,278 9.87% of portfolio | medium |
| Q2 2021 as of | Add Other (per filing) | VWO Vwo | $13.86M | +255K +8.36% | 3,308,373 11.69% of portfolio | medium |
| Q1 2021 as of | Add Other (per filing) | VGSH Vgsh | $11.56M | +188K +25.13% | 935,968 3.75% of portfolio | medium |
| Q2 2021 as of | Add Other (per filing) |