CT Financial Advisors LLC

13F Portfolio Filings

Most recent 13F
Q1 2017
Location
Chadds Ford, PA
CIK
0001640485
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2017 655 162,156 MMM, AGG, VEU, DFA COMMODITY STRATEGY PORT INSTL 13F-HR 4/7/2017 000164048517000002
Q4 2016 653 157,760 MMM, DFA COMMODITY STRATEGY PORT INSTL, AGG, DFGEX 13F-HR 1/12/2017 000164048517000001
Q3 2016 650 163,516 MMM, DFA COMMODITY STRATEGY PORT INSTL, DFGEX, CASH 13F-HR 10/12/2016 000164048516000012
Q2 2016 655 162,396 MMM, DFA COMMODITY STRATEGY PORT INSTL, CASH, DFGEX 13F-HR 7/7/2016 000164048516000011
Q1 2016 644 177,460 MMM, DFA COMMODITY STRATEGY PORT INSTL, CASH, BSV 13F-HR 4/6/2016 000164048516000010
Q4 2015 649 173,871 MMM, DFA COMMODITY STRATEGY PORT INSTL, VEU, CASH 13F-HR 1/5/2016 000164048516000009
Q3 2015 658 159,386 MMM, DFA COMMODITY STRATEGY PORT INSTL, BSV, IGSB 13F-HR 10/5/2015 000164048515000008
Q2 2015 646 176,178 DFA COMMODITY STRATEGY PORT INSTL, MMM, BSV, DFGEX 13F-HR 7/17/2015 000164048515000007
Q1 2015 635 180,561 MMM, DFA COMMODITY STRATEGY PORT INSTL, BSV, IGSB RESTATEMENT 5/7/2015 000164048515000006
Q4 2014 530 132,229 MMM, BSV, IGSB, XOM 13F-HR 4/24/2015 000164048515000001
Q1 2014 635 180,561 MMM, DFA COMMODITY STRATEGY PORT INSTL, BSV, IGSB 13F-HR 5/6/2015 000164048515000002
Additional filings from CT Financial Advisors LLC that have since been restated