Rise Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Rochester, NY
CIK
0001831316
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 1,240 188,706 VTV, VUG, DFCF, JMBS 13F-HR 7/9/2024 000183131624000003
Q1 2024 1,265 187,659 VUG, VTV, DIMENSIONAL CORE FIXED INCOME ETF, JMBS 13F-HR 4/9/2024 000183131624000002
Q4 2023 618 143,009 VUG, VTV, DIMENSIONAL CORE FIXED INCOME ETF, JMBS 13F-HR 1/10/2024 000183131624000001
Q3 2023 672 126,141 DIMENSIONAL CORE FIXED INCOME ETF, VTV, VUG, VNLA 13F-HR 10/10/2023 000183131623000004
Q2 2023 677 129,356 DIMENSIONAL CORE FIXED INCOME ETF, VTV, VUG, VNLA 13F-HR 7/10/2023 000183131623000003
Q1 2023 810 132,474 DIMENSIONAL CORE FIXED INCOME ETF, VUG, VTV, VNLA 13F-HR 4/5/2023 000183131623000002
Q4 2022 768 124,475 DIMENSIONAL CORE FIXED INCOME ETF, VTV, VUG, FLOT 13F-HR 1/6/2023 000183131623000001
Q3 2022 752 120,679 VTV, VUG, DIMENSIONAL CORE FIXED INCOME ETF, FLOT 13F-HR 10/11/2022 000183131622000005
Q2 2022 741 99,155 DIMENSIONAL CORE FIXED INCOME ETF, FLOT, VNLA, JAAA 13F-HR 7/28/2022 000183131622000004
Q1 2022 673 111,062 DIMENSIONAL CORE FIXED INCOME ETF, FLOT, JAAA, VNLA 13F-HR 4/22/2022 000183131622000003
Q4 2021 650 104,972 DIMENSIONAL CORE FIXED INCOME ETF, VNLA, XSOE, FLOT 13F-HR 2/24/2022 000183131622000002