Mangham Associates,LLC
CIK 1730480 · Holdings on Sep 30, 2023 · First reported Oct 16, 2023
Top ten holdings
Q3 2023- VT32.96%
- VOO26.45%
- VTV15.20%
- GLD7.27%
- IJR4.48%
- BEPC3.42%
- MINT2.69%
- PICK2.68%
- BSV1.23%
- VCSH1.05%
Share classes counted separately97.43%
Portfolio value by quarter
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $17.78M | 32.96% | 187.04K shares | — | ▾ | |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $14.27M | 26.45% | 36.34K shares | — | ▾ | |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $8.20M | 15.20% | 59.24K shares | — | ▾ | |
| 04 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $3.92M | 7.27% | 22.86K shares | — | ▾ | |
| 05 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $2.41M | 4.48% | 25.62K shares | — | ▾ | |
| 06 | BEPCBROOKFIELD RENEWABLE CORPCL A SUB VTG View history and evidence | $1.84M | 3.42% | 75.26K shares | — | ▾ | |
| 07 | MINTPIMCO ENHANCED SHORT MATURITENHAN SHRT MA AC View history and evidence | $1.45M | 2.69% | 14.49K shares | — | ▾ | |
| 08 | PICKISHARES MSCI GLOBAL METALS &MSCI GBL ETF NEW View history and evidence | $1.44M | 2.68% | 35.44K shares | — | ▾ | |
| 09 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $664.58K | 1.23% | 8.84K shares | — | ▾ | |
| 10 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $567.97K | 1.05% | 7.59K shares | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GLDM SPDR GOLD MINISHARES TRUST | Non-derivative | — | — | SEC filing ↗ | |
| VOOV VANGUARD S&P 500 VALUE ETF | Non-derivative | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1730480 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 53938502
}Take these holdings further.
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