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 83 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 17.8 $24M 154k 155.54
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Ishares Tr Msci Eafe Min Vl (EFAV) 10.4 $14M 196k 70.81
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Ishares Tr Core S&p Mcp Etf (IJH) 9.0 $12M 50k 242.60
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Ishares Tr Core Msci Eafe (IEFA) 6.0 $8.1M 118k 68.37
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Ishares Tr Msci Usa Min Vol (USMV) 5.5 $7.3M 100k 73.43
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Ishares Tr Msci Usa Mmentm (MTUM) 5.0 $6.8M 48k 140.26
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Ishares Core Msci Emkt (IEMG) 5.0 $6.7M 138k 48.70
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Vanguard Index Fds Sm Cp Val Etf (VBR) 4.2 $5.6M 37k 152.50
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Ishares Tr Ishs 1-5yr Invs (IGSB) 3.7 $5.0M 98k 50.58
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Ishares Tr Core Us Aggbd Et (AGG) 3.5 $4.8M 48k 99.39
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Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $4.2M 33k 125.17
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Vanguard Index Fds Growth Etf (VUG) 3.1 $4.1M 16k 253.65
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Ishares Msci Emerg Mrkt (EEMV) 2.8 $3.7M 66k 55.83
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $3.0M 7.9k 379.44
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Select Sector Spdr Tr Sbi Materials (XLB) 1.7 $2.3M 30k 78.10
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $1.7M 35k 50.30
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.2 $1.6M 17k 92.54
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Apple (AAPL) 1.0 $1.3M 7.6k 172.58
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.0M 15k 66.86
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $920k 3.7k 248.45
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Autoliv (ALV) 0.5 $733k 8.3k 87.99
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $727k 9.5k 76.29
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.5 $609k 95k 6.41
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $607k 2.9k 212.60
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Microsoft Corporation (MSFT) 0.4 $570k 1.8k 309.03
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Amazon (AMZN) 0.4 $548k 5.0k 110.26
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $545k 1.3k 411.65
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $534k 2.9k 183.72
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $488k 1.5k 326.69
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Meta Platforms Cl A (META) 0.4 $470k 2.0k 233.81
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $461k 8.2k 56.36
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Costco Wholesale Corporation (COST) 0.3 $456k 904.00 504.31
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Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $417k 5.4k 76.80
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Chunghwa Telecom Spon Adr New11 (CHT) 0.3 $410k 10k 40.45
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $409k 2.2k 189.28
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $343k 1.7k 204.19
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Visa Com Cl A (V) 0.2 $315k 1.4k 231.37
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Eli Lilly & Co. (LLY) 0.2 $305k 701.00 434.47
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $282k 2.7k 104.09
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salesforce (CRM) 0.2 $273k 1.4k 201.81
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Marsh & McLennan Companies (MMC) 0.2 $272k 1.5k 181.23
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Exxon Mobil Corporation (XOM) 0.2 $263k 2.5k 105.78
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Descartes Sys Grp (DSGX) 0.2 $260k 3.3k 78.12
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NVIDIA Corporation (NVDA) 0.2 $258k 910.00 283.48
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West Pharmaceutical Services (WST) 0.2 $256k 712.00 360.05
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $255k 617.00 413.09
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Prologis (PLD) 0.2 $246k 2.0k 125.18
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Motorola Solutions Com New (MSI) 0.2 $242k 826.00 293.12
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $240k 1.6k 150.33
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $235k 847.00 277.15
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Oracle Corporation (ORCL) 0.2 $234k 2.4k 97.84
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Vanguard World Mega Cap Index (MGC) 0.2 $233k 1.6k 144.87
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Procter & Gamble Company (PG) 0.2 $233k 1.5k 155.94
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Alphabet Cap Stk Cl C (GOOG) 0.2 $229k 1.9k 117.92
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $228k 708.00 322.49
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $217k 1.9k 117.51
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Advisorshares Tr Pure Us Cannabis Call Option (MSOS) 0.2 $213k 126k 1.69
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Verisign (VRSN) 0.2 $212k 953.00 222.73
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Vanguard Index Fds Value Etf (VTV) 0.2 $210k 1.5k 136.90
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Apartment Income Reit Corp (AIRC) 0.2 $210k 5.9k 35.67
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Wal-Mart Stores (WMT) 0.2 $208k 1.4k 153.08
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Novo-nordisk A S Adr (NVO) 0.2 $205k 1.2k 171.31
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Intuit (INTU) 0.2 $204k 477.00 427.73
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JPMorgan Chase & Co. (JPM) 0.1 $201k 1.5k 134.07
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $183k 22k 8.39
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Algonquin Power & Utilities equs (AQN) 0.1 $129k 15k 8.61
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So Young International Sponsored Ads (SY) 0.1 $127k 47k 2.70
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Sunstone Hotel Investors (SHO) 0.1 $107k 10k 10.31
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Helix Energy Solutions (HLX) 0.1 $103k 15k 6.73
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Mizuho Financial Group Sponsored Adr (MFG) 0.1 $92k 31k 2.94
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Douyu Intl Hldgs Sponsored Ads (DOYU) 0.1 $83k 85k 0.98
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Kinross Gold Corp (KGC) 0.0 $60k 11k 5.30
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Blackberry (BB) 0.0 $59k 12k 5.01
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Huya Ads Rep Shs A (HUYA) 0.0 $55k 17k 3.19
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Burning Rock Biotech Sponsored Ads (BNR) 0.0 $48k 17k 2.80
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Banco Santander Adr (SAN) 0.0 $41k 12k 3.38
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Mesoblast Spons Adr (MESO) 0.0 $40k 11k 3.64
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Industrial Logistics Pptys T Com Shs Ben Int (ILPT) 0.0 $36k 20k 1.84
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Tuanche Ads New (TC) 0.0 $23k 44k 0.52
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Wimi Hologram Cloud Spon Ads Cl B (WIMI) 0.0 $18k 20k 0.93
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Compugen Ord (CGEN) 0.0 $13k 17k 0.74
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Credit Suisse Group Sponsored Adr (CS) 0.0 $10k 12k 0.84
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Electrameccanica Vehs Corp Com New (SOLO) 0.0 $5.5k 11k 0.49
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Past Filings by Ewa

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