Advisory Services & Investments, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Bend, OR
CIK
0001862931
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 40 146,899 DFIC, VO, DFAS, VOO 13F-HR 11/12/2024 000175496024000565
Q2 2024 36 143,918 DFIC, VO, VOO, DFAS 13F-HR 8/6/2024 000175496024000384
Q1 2024 36 144,967 DFIC, VO, DFAS, VOO 13F-HR 4/17/2024 000175496024000151
Q4 2023 33 135,587 DFIC, VO, DFAS, VOO 13F-HR 2/13/2024 000175496024000083
Q3 2023 30 113,723 DFIC, VO, DFAS, VOO 13F-HR 10/10/2023 000175496023000264
Q2 2023 38 121,083 DFIC, VO, DFAC, DFAS 13F-HR 7/28/2023 000175496023000225
Q1 2023 36 110,162 DFIC, VO, DFUV, DFAC 13F-HR 4/27/2023 000175496023000130
Q4 2022 32 100,529 DFIC, VO, DFUV, DFAC 13F-HR 2/9/2023 000175496023000068
Q3 2022 37 94,727 DFIC, DFUV, VO, DFAC 13F-HR 10/13/2022 000175496022000247
Q2 2022 41 104,725 DFIC, DFAC, SCHG, DFUV 13F-HR 7/27/2022 000175496022000194
Q1 2022 40 123,514 SCHG, SCHV, VBR, VGK 13F-HR 4/27/2022 000175496022000108
Q4 2021 36 156,331 SCHZ, SCHG, SCHV, VBR 13F-HR 2/8/2022 000175496022000057
Q3 2021 34 152,361 SCHZ, SCHG, SCHV, VBR 13F-HR 11/1/2021 000175496021000201
Q2 2021 23 137,220 SCHZ, SCHG, SCHV, VBR 13F-HR 7/22/2021 000175496021000140
Q1 2021 22 123,093 SCHV, SCHG, SCHZ, VGK 13F-HR 5/20/2021 000175496021000097