Ashford Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Pittsford, NY
CIK
0001861158
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 16 361,322 IVV, VTI, FNDX, SCHX RESTATEMENT 2/1/2024 000186115824000002
Q3 2023 15 318,262 IVV, VTI, FNDX, SCHX RESTATEMENT 2/12/2024 000186115824000006
Q2 2023 15 332,868 IVV, VTI, FNDX, SCHX RESTATEMENT 2/12/2024 000186115824000005
Q1 2023 15 307,555 IVV, VTI, FNDX, SCHX RESTATEMENT 2/12/2024 000186115824000004
Q4 2022 15 291,828 IVV, VTI, FNDX, SCHX RESTATEMENT 2/12/2024 000186115824000003
Q4 2022 15 291,830 IVV, VTI, FNDX, SCHX RESTATEMENT 1/31/2023 000186115823000002
Q3 2022 17 269,709 IVV, VTI, FNDX, SCHX 13F-HR 10/7/2022 000186115822000004
Q2 2022 17 285,634 IVV, VTI, FNDX, SCHX 13F-HR 7/29/2022 000186115822000003
Q1 2022 14 304,408 IVV, VTI, FNDX, SCHB 13F-HR 4/28/2022 000186115822000002
Q4 2021 12 298,969 IVV, VTI, FNDX, SCHB 13F-HR 1/20/2022 000186115822000001
Q3 2021 11 272,681 IVV, VTI, FNDX, SCHB 13F-HR 10/22/2021 000186115821000004
Q2 2021 11 263,226 IVV, VTI, FNDX, SCHB 13F-HR 7/16/2021 000186115821000003
Q1 2021 11 228,494 IVV, VTI, FNDX, SCHB 13F-HR 5/11/2021 000186115821000002
Q4 2020 9 165,492 IVV, VTI, SCHB, IWV 13F-HR 5/11/2021 000186115821000001
Additional filings from Ashford Advisors, LLC that have since been restated