Top 50 All Season Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 5.72% | 14.6K | $6.7M | +7.37%(+1.00K) | — | 2024-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.35% | 101.7K | $5.1M | new | — | 2024-09-30 | |
| INDA | ISHARES TR | 3.95% | 79.4K | $4.6M | -0.88%(-704) | — | 2024-09-30 | |
| VNQ | VANGUARD INDEX FDS | 3.94% | 47.5K | $4.6M | +260.02%(+34.28K) | — | 2024-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.85% | 85.6K | $4.5M | -1.32%(-1.14K) | — | 2024-09-30 | |
| IVV | ISHARES TR | 3.67% | 7.5K | $4.3M | -6.80%(-545) | — | 2024-09-30 | |
| IVE | ISHARES TR | 3.65% | 21.8K | $4.3M | +31.89%(+5.26K) | — | 2024-09-30 | |
| ACWI | ISHARES TR | 3.65% | 35.8K | $4.3M | +105.02%(+18.35K) | — | 2024-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.34% | 21.9K | $3.9M | -0.99%(-218) | — | 2024-09-30 | |
| LQD | ISHARES TR | 2.72% | 28.3K | $3.2M | +155.07%(+17.21K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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