Alera Investment Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Deerfield, IL
CIK
0001759485
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 291 851,381 SPLG, IVW, IWF, SPYV 13F-HR 11/14/2024 000175948524000007
Q2 2024 278 831,558 SPLG, IVW, IWF, SPYV 13F-HR 8/13/2024 000175948524000006
Q1 2024 169 739,483 IWF, IWD, VEA, SPYV 13F-HR 5/10/2024 000175948524000005
Q4 2023 167 764,776 IWF, IWD, VEA, SPYV 13F-HR 1/23/2024 000175948524000001
Q3 2023 160 606,970 IWF, IWD, VEA, SPYV 13F-HR 10/11/2023 000175948523000008
Q2 2023 172 464,235 IWF, IWD, SPYV, SPYG 13F-HR 7/26/2023 000175948523000007
Q1 2023 170 434,327 IWD, IWF, SPYV, SPYG 13F-HR 5/1/2023 000175948523000006
Q4 2022 176 423,424 IWD, IWF, SPYV, SPYG 13F-HR 2/2/2023 000175948523000001
Q3 2022 171 353,299 IWD, IWF, MUB, SPYV 13F-HR 11/9/2022 000175948522000008
Q2 2022 183 357,373 IWD, IWF, SPYV, MUB 13F-HR 8/8/2022 000175948522000007
Q1 2022 184 437,012 IWD, IWF, SPYV, VEA 13F-HR 5/10/2022 000175948522000006
Q4 2021 99 365,048 IWF, IWD, SPYV, VEA 13F-HR 1/26/2022 000175948522000002
Q3 2021 94 338,747 IWF, IWD, SPYV, VEA RESTATEMENT 11/15/2021 000175948521000007
Q2 2021 94 332,538 IWF, IWD, SPYV, VEA 13F-HR 8/5/2021 000175948521000004
Q1 2021 88 303,486 VEA, IWF, IWD, SPYV 13F-HR 5/12/2021 000175948521000003
Q4 2020 86 283,612 VEA, IWF, SPYV, IWD 13F-HR 2/8/2021 000175948521000001
Q3 2020 84 250,965 VEA, IWF, SPYV, IWD 13F-HR 11/9/2020 000175948520000006
Q2 2020 76 189,858 IWF, VEA, EFA, IWD 13F-HR 8/11/2020 000175948520000005
Q1 2020 67 165,137 IWF, IWD, VEA, EFA 13F-HR 4/29/2020 000175948520000003
Q4 2019 63 219,506 VEA, IWB, IWD, IWF 13F-HR 1/29/2020 000175948520000001
Q3 2019 76 201,807 VEA, IWB, IWD, IWF 13F-HR 10/25/2019 000175948519000005
Q2 2019 72 195,134 VEA, IWB, IWD, IWF 13F-HR 8/7/2019 000175948519000004
Q1 2019 1,241 205,414 VEA, IWB, IWD, IWF 13F-HR 5/14/2019 000175948519000003
Q4 2018 1,207 164,120 VEA, IWD, IWF, EFA 13F-HR 2/14/2019 000175948519000001
Additional filings from Alera Investment Advisors, LLC that have since been restated