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All Season Financial Advisors, Inc.

Portfolio Manager
All Season Financial Advisors, Inc.
Performance
0% (N/A)
AUM (13F)
$117.47M
# of Holdings
94
Performance Rank
N/A
Allocation (Top 20)
N/A

All Season Financial Advisors, Inc. Holdings Map

Top 50 All Season Financial Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRKB
BERKSHIRE HATHAWAY INC DEL
5.72%14.6K$6.7M
+7.37%(+1.00K)
2023-Q3: 17.0K shares2023-Q4: 15.6K shares2024-Q1: 10.3K shares2024-Q2: 13.6K shares2024-Q3: 14.6K shares2024-09-30
BNDX
VANGUARD CHARLOTTE FDS
4.35%101.7K$5.1Mnew2024-Q3: 101.7K shares2024-09-30
INDA
ISHARES TR
3.95%79.4K$4.6M
-0.88%(-704)
2023-Q3: 25.7K shares2023-Q4: 46.8K shares2024-Q1: 67.7K shares2024-Q2: 80.1K shares2024-Q3: 79.4K shares2024-09-30
VNQ
VANGUARD INDEX FDS
3.94%47.5K$4.6M
+260.02%(+34.28K)
2023-Q4: 25.1K shares2024-Q1: 13.2K shares2024-Q3: 47.5K shares2024-09-30
VEA
VANGUARD TAX-MANAGED FDS
3.85%85.6K$4.5M
-1.32%(-1.14K)
2023-Q3: 72.2K shares2023-Q4: 74.4K shares2024-Q1: 80.2K shares2024-Q2: 86.7K shares2024-Q3: 85.6K shares2024-09-30
IVV
ISHARES TR
3.67%7.5K$4.3M
-6.80%(-545)
2023-Q3: 3.9K shares2023-Q4: 5.8K shares2024-Q1: 6.3K shares2024-Q2: 8.0K shares2024-Q3: 7.5K shares2024-09-30
IVE
ISHARES TR
3.65%21.8K$4.3M
+31.89%(+5.26K)
2023-Q3: 56.7K shares2023-Q4: 41.8K shares2024-Q1: 30.9K shares2024-Q2: 16.5K shares2024-Q3: 21.8K shares2024-09-30
ACWI
ISHARES TR
3.65%35.8K$4.3M
+105.02%(+18.35K)
2023-Q4: 9.4K shares2024-Q1: 12.4K shares2024-Q2: 17.5K shares2024-Q3: 35.8K shares2024-09-30
RSP
INVESCO EXCHANGE TRADED FD T
3.34%21.9K$3.9M
-0.99%(-218)
2024-Q2: 22.1K shares2024-Q3: 21.9K shares2024-09-30
LQD
ISHARES TR
2.72%28.3K$3.2M
+155.07%(+17.21K)
2022-Q4: 24.7K shares2023-Q1: 51.2K shares2023-Q2: 11.1K shares2024-Q3: 28.3K shares2024-09-30

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