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
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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
- Alta Advisers 2021 Q4 filed Jan. 13, 2022
- Alta Advisers 2021 Q3 filed Oct. 19, 2021
- Alta Advisers 2021 Q2 filed July 20, 2021
- Alta Advisers 2021 Q1 filed May 5, 2021
- Alta Advisers 2020 Q4 filed Jan. 13, 2021
- Alta Advisers 2020 Q3 filed Nov. 6, 2020
- Alta Advisers 2020 Q2 filed Aug. 5, 2020
- Alta Advisers 2020 Q1 filed May 13, 2020
- Alta Advisers 2019 Q4 filed Feb. 4, 2020
- Alta Advisers 2019 Q3 filed Nov. 5, 2019
- Alta Advisers 2019 Q2 filed Aug. 7, 2019
- Alta Advisers 2019 Q1 filed May 7, 2019
- Alta Advisers 2018 Q4 filed Feb. 11, 2019
- Alta Advisers 2017 Q3 filed Nov. 13, 2017
- Alta Advisers 2017 Q2 filed Aug. 7, 2017
- Alta Advisers 2017 Q1 filed May 11, 2017