StockDrifts LogoStockDrifts

Tri-Star Advisors Inc.

Portfolio Manager
Tri-Star Advisors Inc.
Performance
0% (N/A)
AUM (13F)
$5.90M
# of Holdings
14
Performance Rank
N/A
Allocation (Top 20)
N/A

Tri-Star Advisors Inc. Holdings Map

Top 13 Tri-Star Advisors Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
9.59%1.3K$566K
+0.00%(+0)
2022-Q3: 108.8K shares2022-Q4: 103.2K shares2023-Q1: 1.3K shares2023-Q2: 1.3K shares2023-Q3: 1.3K shares2023-09-30
SPTS
SPDR SER TR
8.72%17.9K$515K
+0.00%(+0)
2022-Q3: 18.1K shares2023-Q1: 17.9K shares2023-Q2: 17.9K shares2023-Q3: 17.9K shares2023-09-30
VGSH
VANGUARD SCOTTS
8.71%8.9K$514K
+0.00%(+0)
2022-Q3: 8.9K shares2023-Q1: 8.9K shares2023-Q2: 8.9K shares2023-Q3: 8.9K shares2023-09-30
IGSB
ISHARES TR
8.39%9.9K$495K
+0.00%(+0)
2022-Q3: 10.1K shares2023-Q1: 9.9K shares2023-Q2: 9.9K shares2023-Q3: 9.9K shares2023-09-30
GNMA
ISHARES TR
8.02%11.3K$473K
+0.00%(+0)
2022-Q3: 11.3K shares2022-Q4: 5.3K shares2023-Q1: 11.3K shares2023-Q2: 11.3K shares2023-Q3: 11.3K shares2023-09-30
VGIT
VANGUARD SCOTTS
7.68%7.9K$453K
+0.00%(+0)
2022-Q3: 435.7K shares2023-Q1: 7.9K shares2023-Q2: 7.9K shares2023-Q3: 7.9K shares2023-09-30
VCIT
VANGUARD SCOTTS
7.45%5.8K$440K
+0.00%(+0)
2022-Q3: 5.8K shares2023-Q1: 5.8K shares2023-Q2: 5.8K shares2023-Q3: 5.8K shares2023-09-30
SPMB
SPDR SERIES TRU
7.33%20.8K$433K
+0.00%(+0)
2022-Q3: 22.3K shares2023-Q1: 20.8K shares2023-Q2: 20.8K shares2023-Q3: 20.8K shares2023-09-30
MBB
ISHARES TR
7.33%4.9K$433K
+0.00%(+0)
2022-Q3: 60.9K shares2022-Q4: 171.8K shares2023-Q1: 4.9K shares2023-Q2: 4.9K shares2023-Q3: 4.9K shares2023-09-30
IGIB
ISHARES TR
6.63%8.0K$392K
+0.00%(+0)
2022-Q3: 8.0K shares2023-Q1: 8.0K shares2023-Q2: 8.0K shares2023-Q3: 8.0K shares2023-09-30

Unlock alerts, watchlists & AI chat

Sign up free to track Tri-Star Advisors Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all