AdvicePeriod, LLC

13F Portfolio Filings

Most recent 13F
Q2 2021
Location
Los Angeles, CA
CIK
0001634228
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2021 85 1,536,531 VEA, VWO, VOO, VTI 13F-HR 7/29/2021 000122107321000074
Q1 2021 82 1,408,278 VEA, VWO, VOO, VTI RESTATEMENT 5/5/2021 000122107321000054
Q4 2020 80 1,302,443 VEA, VWO, VOO, VTI 13F-HR 2/16/2021 000122107321000017
Q3 2020 80 1,103,737 VEA, VWO, VOO, VTI 13F-HR 11/13/2020 000122107320000157
Q2 2020 77 917,082 VEA, VWO, VTI, VOO 13F-HR 8/5/2020 000122107320000128
Q1 2020 90 959,512 VEA, VWO, VTI, BNDX 13F-HR 4/27/2020 000122107320000066
Q4 2019 90 1,144,956 VEA, VTI, VWO, BNDX 13F-HR 1/21/2020 000122107320000007
Q3 2019 87 1,080,547 VEA, VTI, VWO, IVV 13F-HR 10/31/2019 000122107319000110
Q2 2019 81 1,068,574 VEA, VTI, VWO, IVV 13F-HR 7/22/2019 000122107319000072
Q1 2019 75 1,045,977 VEA, VTI, VWO, IVV 13F-HR 5/3/2019 000122107319000053
Q4 2018 75 884,089 VEA, VTI, VWO, IVV 13F-HR 1/28/2019 000122107319000014
Q3 2018 81 917,782 VEA, VTI, VWO, IVV 13F-HR 11/8/2018 000122107318000082
Q2 2018 66 629,317 VEA, VTI, IVV, VWO 13F-HR 8/10/2018 000122107318000057
Q1 2018 69 578,469 VEA, IVV, VWO, VTI 13F-HR 5/14/2018 000122107318000039
Q4 2017 67 525,964 VEA, IVV, VWO, VTI 13F-HR 5/14/2018 000122107318000038
Additional filings from AdvicePeriod, LLC that have since been restated