ELEVATE WEALTH ADVISORY, INC
CIK 2011651 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- VGIT10.44%
- BSV8.99%
- ITOT8.22%
- DFIV5.56%
- STIP5.21%
- AVUV5.17%
- EFV4.01%
- AVDV3.78%
- IEMG3.27%
- IDEV2.83%
Share classes counted separately57.48%
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 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $11.39M | 10.44% | 192.02K shares | Prior unavailable — | — | ↗▾ |
| 02 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $9.82M | 8.99% | 127.46K shares | Prior unavailable — | — | ↗▾ |
| 03 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $8.97M | 8.22% | 85.21K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $6.06M | 5.56% | 176.47K shares | Prior unavailable — | — | ↗▾ |
| 05 | STIPISHARES 0-5 YEAR TIPS BOND E0-5 YR TIPS ETF View history and evidence | $5.68M | 5.21% | 57.63K shares | Prior unavailable — | — | ↗▾ |
| 06 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $5.65M | 5.17% | 62.88K shares | Prior unavailable — | — | ↗▾ |
| 07 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $4.37M | 4.01% | 83.97K shares | Prior unavailable — | — | ↗▾ |
| 08 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $4.12M | 3.78% | 66.00K shares | Prior unavailable — | — | ↗▾ |
| 09 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $3.57M | 3.27% | 70.61K shares | Prior unavailable — | — | ↗▾ |
| 10 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $3.08M | 2.83% | 48.44K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2011651 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 109144186
}Research all 110 reported holdings.
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