Ewa

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

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

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Portfolio Holdings for Ewa

Ewa holds 113 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 16.9 $26M 163k 158.91
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Ishares Tr Core S&p Mcp Etf (IJH) 9.5 $15M +14% 60k 243.13
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Ishares Tr Msci Eafe Min Vl (EFAV) 8.0 $12M -8% 189k 65.39
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Ishares Tr Core Msci Eafe (IEFA) 5.1 $7.9M +2% 122k 64.60
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Ishares Tr Msci Usa Min Vol (USMV) 5.1 $7.8M 106k 73.94
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Ishares Tr Msci Usa Mmentm (MTUM) 4.4 $6.8M -8% 46k 147.45
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Vanguard Index Fds Sm Cp Val Etf (VBR) 4.3 $6.6M +8% 42k 155.95
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Ishares Tr Msci Usa Qlt Fct (QUAL) 3.6 $5.6M +14% 41k 137.57
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Ishares Tr Ishs 1-5yr Invs (IGSB) 3.6 $5.5M +5% 110k 49.88
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Ishares Core Msci Emkt (IEMG) 3.5 $5.4M -14% 111k 48.04
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Ishares Tr Core Us Aggbd Et (AGG) 3.5 $5.3M +11% 57k 93.95
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Vanguard Index Fds Growth Etf (VUG) 3.0 $4.6M -4% 16k 288.34
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $3.4M +5% 8.3k 404.43
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Ishares Tr Msci Intl Qualty (IQLT) 2.1 $3.2M NEW 93k 34.24
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Select Sector Spdr Tr Sbi Materials (XLB) 1.8 $2.8M +14% 36k 77.25
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Ishares Msci Emerg Mrkt (EEMV) 1.7 $2.5M -31% 48k 53.24
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Ishares Msci Emrg Chn (EMXC) 1.4 $2.2M NEW 43k 50.64
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $1.7M 18k 94.71
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Apple (AAPL) 1.0 $1.5M +4% 8.4k 184.81
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.3M -21% 27k 48.58
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $1.1M +3% 16k 65.75
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $1.0M 3.7k 281.57
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Amazon (AMZN) 0.6 $964k +35% 6.8k 142.59
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Microsoft Corporation (MSFT) 0.5 $821k +18% 2.2k 366.64
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $729k 9.7k 75.24
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Meta Platforms Cl A (META) 0.5 $725k +8% 2.2k 329.19
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.5 $707k 86k 8.27
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Costco Wholesale Corporation (COST) 0.5 $705k +17% 1.2k 578.23
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Autoliv (ALV) 0.4 $629k -4% 6.5k 97.10
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $606k +2% 3.0k 204.98
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NVIDIA Corporation (NVDA) 0.4 $587k +30% 1.2k 486.34
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $586k 1.3k 440.12
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $546k 1.4k 377.27
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $536k 2.9k 183.20
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Eli Lilly & Co. (LLY) 0.3 $494k +9% 806.00 612.96
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $478k +39% 1.5k 315.60
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Alphabet Cap Stk Cl C (GOOG) 0.3 $458k +61% 3.4k 133.64
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $447k 8.3k 53.74
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $404k 2.1k 192.95
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Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $399k 5.5k 72.20
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salesforce (CRM) 0.3 $398k +31% 1.9k 215.28
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $383k +42% 2.9k 132.09
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Adobe Systems Incorporated (ADBE) 0.2 $374k +22% 633.00 590.34
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Visa Com Cl A (V) 0.2 $373k +11% 1.5k 244.66
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $368k 1.7k 217.39
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Marsh & McLennan Companies (MMC) 0.2 $345k +8% 1.7k 200.14
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $339k +15% 969.00 350.01
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $333k +21% 753.00 442.09
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Synopsys (SNPS) 0.2 $331k NEW 633.00 522.88
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Intuit (INTU) 0.2 $330k +36% 620.00 531.86
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Verisign (VRSN) 0.2 $327k +34% 1.6k 208.12
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Motorola Solutions Com New (MSI) 0.2 $325k +16% 1.0k 309.73
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Oracle Corporation (ORCL) 0.2 $310k +13% 2.7k 114.15
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Wal-Mart Stores (WMT) 0.2 $295k +13% 1.8k 167.68
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Exxon Mobil Corporation (XOM) 0.2 $290k +11% 2.8k 104.86
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $281k 2.7k 103.88
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West Pharmaceutical Services (WST) 0.2 $280k +15% 827.00 338.31
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Broadcom (AVGO) 0.2 $279k +6% 295.00 946.62
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Vanguard World Mega Cap Index (MGC) 0.2 $268k +5% 1.7k 157.70
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Procter & Gamble Company (PG) 0.2 $268k +14% 1.8k 152.46
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Akamai Technologies (AKAM) 0.2 $264k NEW 2.4k 110.98
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Tesla Motors (TSLA) 0.2 $252k +14% 1.1k 223.68
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Rambus (RMBS) 0.2 $250k +3% 4.0k 62.61
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JPMorgan Chase & Co. (JPM) 0.2 $250k +14% 1.7k 145.75
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Novo-nordisk A S Adr (NVO) 0.2 $247k NEW 2.5k 100.77
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $247k +2% 1.6k 150.19
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Cgi Cl A Sub Vtg (GIB) 0.2 $245k NEW 2.4k 100.31
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Qualys (QLYS) 0.2 $243k NEW 1.4k 172.93
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Descartes Sys Grp (DSGX) 0.2 $240k -6% 3.1k 77.02
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Vanguard Index Fds Value Etf (VTV) 0.2 $238k +12% 1.7k 137.58
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Broadridge Financial Solutions (BR) 0.2 $236k NEW 1.3k 177.82
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $235k 2.1k 112.90
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Chunghwa Telecom Spon Adr New11 (CHT) 0.2 $234k -42% 6.5k 35.92
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Abcam Ads (ABCM) 0.1 $211k NEW 9.2k 23.07
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Builders FirstSource (BLDR) 0.1 $211k +14% 1.7k 123.38
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Verisk Analytics (VRSK) 0.1 $210k NEW 882.00 238.51
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Ke Hldgs Sponsored Ads (BEKE) 0.1 $208k NEW 14k 14.78
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $207k +2% 22k 9.26
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Advanced Micro Devices (AMD) 0.1 $205k NEW 1.8k 116.79
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Elbit Sys Ord (ESLT) 0.1 $205k NEW 1.1k 191.98
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Mastercard Incorporated Cl A (MA) 0.1 $203k NEW 515.00 394.34
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Murphy Usa (MUSA) 0.1 $202k NEW 544.00 371.25
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Afya Cl A Com (AFYA) 0.1 $202k NEW 12k 17.60
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Cadence Design Systems (CDNS) 0.1 $202k NEW 764.00 263.94
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Kinross Gold Corp (KGC) 0.1 $157k +168% 30k 5.15
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Helix Energy Solutions (HLX) 0.1 $156k +4% 16k 9.67
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Harmonic (HLIT) 0.1 $143k NEW 14k 10.61
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Mizuho Financial Group Sponsored Adr (MFG) 0.1 $119k +11% 36k 3.33
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Banco Bradesco S A Sp Adr Pfd New (BBD) 0.1 $115k +25% 38k 3.01
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Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.1 $107k NEW 18k 5.95
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Brf Sa Sponsored Adr (BRFS) 0.1 $93k NEW 38k 2.44
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Arlo Technologies (ARLO) 0.1 $91k +2% 11k 7.93
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B2gold Corp (BTG) 0.1 $86k NEW 29k 2.96
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Tencent Music Entmt Group Spon Ads (TME) 0.1 $83k NEW 11k 7.43
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Autolus Therapeutics Spon Ads (AUTL) 0.0 $67k NEW 18k 3.66
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Huya Ads Rep Shs A (HUYA) 0.0 $64k +5% 19k 3.42
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Douyu Intl Hldgs Sponsored Ads (DOYU) 0.0 $63k +21% 68k 0.92
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Wipro Spon Adr 1 Sh (WIT) 0.0 $60k NEW 13k 4.52
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Algonquin Power & Utilities equs (AQN) 0.0 $57k -34% 10k 5.49
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Advisorshares Tr Pure Us Cannabis Call Option (MSOS) 0.0 $54k 126k 0.43
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8x8 (EGHT) 0.0 $51k NEW 18k 2.88
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Blackberry (BB) 0.0 $50k +14% 14k 3.52
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Inventiva Sa Ads (IVA) 0.0 $49k NEW 13k 3.71
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Greentree Hospitality Group Sponsored Ads (GHG) 0.0 $46k NEW 11k 4.40
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So Young International Sponsored Ads (SY) 0.0 $46k -8% 43k 1.07
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Compugen Ord (CGEN) 0.0 $38k +273% 72k 0.53
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Burning Rock Biotech Sponsored Ads (BNR) 0.0 $37k +152% 38k 0.96
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Metalpha Techn Holding SHS (MATH) 0.0 $33k +25% 23k 1.46
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Industrial Logistics Pptys T Com Shs Ben Int (ILPT) 0.0 $33k 12k 2.71
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Bit Digital SHS (BTBT) 0.0 $24k NEW 12k 1.97
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Mesoblast Spons Adr (MESO) 0.0 $21k +42% 16k 1.28
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Tiziana Life Sciences Common Shares (TLSA) 0.0 $16k NEW 29k 0.57
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Tuanche Ads New (TC) 0.0 $4.7k -38% 15k 0.32
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Past Filings by Ewa

SEC 13F filings are viewable for Ewa going back to 2023