Alta Advisers

Latest statistics and disclosures from Alta Advisers's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VGSH, VOO, VEU, CPNG, SIMO, and represent 99.92% of Alta Advisers's stock portfolio.
  • Reduced shares in these 3 stocks: VGSH, VOO, VEU.
  • Alta Advisers was a net seller of stock by $-201k.
  • Alta Advisers has $127M in assets under management (AUM), dropping by 2.55%.
  • Central Index Key (CIK): 0001536114

Tip: Access up to 7 years of quarterly data

Positions held by Alta Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Alta Advisers

Companies in the Alta Advisers portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 50.1 $64M 1.0M 60.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 30.5 $39M 89k 436.57
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 19.0 $24M 394k 61.28
Coupang Cl A (CPNG) 0.2 $204k 6.9k 29.40
Silicon Motion Technology Sponsored Adr (SIMO) 0.1 $171k 1.8k 95.00
Himax Technologies Sponsored Adr (HIMX) 0.1 $107k 6.7k 15.97

Past Filings by Alta Advisers

SEC 13F filings are viewable for Alta Advisers going back to 2011

View all past filings