TIEDEMANN ADVISORS, LLC
CIK 1483232 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- EFA15.04%
- IJH11.09%
- SPMD10.80%
- ITOT7.64%
- STIP6.32%
- EXMOC5.03%
- EMLP4.58%
- VTI4.50%
- SPY3.28%
- IAU1.94%
Share classes counted separately70.22%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $350.85M | 15.04% | 5.09M shares | — | ↗▾ | |
| 02 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $258.56M | 11.09% | 1.03M shares | — | ↗▾ | |
| 03 | SPMDSS SPDR P S&P 400 MIDCAP ETFPORTFOLIO S&P400 View history and evidence | $251.77M | 10.80% | 5.75M shares | — | ↗▾ | |
| 04 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $178.16M | 7.64% | 1.88M shares | — | ↗▾ | |
| 05 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $147.40M | 6.32% | 1.52M shares | — | ↗▾ | |
| 06 | EXMOCEXXON MOBIL CORP View history and evidence | $117.28M | 5.03% | 997.44K shares | — | ↗▾ | |
| 07 | EMLPFIRST TRUST NORTH AMERICAN ENO AMER ENERGY View history and evidence | $106.72M | 4.58% | 4.04M shares | — | ↗▾ | |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $105.04M | 4.50% | 494.53K shares | — | ↗▾ | |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $76.56M | 3.28% | 178.44K shares | — | ↗▾ | |
| 10 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $45.21M | 1.94% | 1.29M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 15
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SMPL SIMPLY GOOD FOODS CO/THE | Non-derivative | — | — | SEC filing ↗ | |
| SUB ISHARES SHORT-TERM NATIONAL | Non-derivative | — | — | SEC filing ↗ | |
| SCHD SCHWAB US DVD EQUITY ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 15 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 1483232 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2332164340
}Research all 272 reported holdings.
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