Taddei, Ludwig & Associates

Latest statistics and disclosures from Taddei, Ludwig & Associates's latest quarterly 13F-HR filing:

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Positions held by Taddei, Ludwig & Associates, Inc. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Taddei, Ludwig & Associates

Companies in the Taddei, Ludwig & Associates portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 17.5 $44M 129k 343.69
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 13.9 $35M 143k 247.81
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 12.8 $33M 272k 119.82
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.8 $32M 687k 47.21
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 8.2 $21M 404k 51.39
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 7.8 $20M 400k 49.28
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 4.0 $10M 99k 102.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $7.3M 145k 50.11
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.2 $5.7M 56k 102.65
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 2.1 $5.2M 25k 208.57
Ishares Tr Rus Mdcp Val Etf (IWS) 2.0 $5.2M 54k 96.97
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.9 $4.8M 42k 115.48
Apple (AAPL) 1.6 $4.2M 32k 132.69
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $3.8M 45k 84.93

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Ishares Tr Core S&p500 Etf (IVV) 1.0 $2.6M 6.9k 375.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.6M 12k 136.73
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.4M 12k 118.17
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.1M 16k 68.58
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $1.0M 6.4k 158.34
Microsoft Corporation (MSFT) 0.4 $1000k 4.5k 222.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $947k 3.9k 241.09
Chevron Corporation (CVX) 0.3 $799k 9.5k 84.50
Amazon (AMZN) 0.3 $778k 239.00 3255.23
United Parcel Service CL B (UPS) 0.3 $733k 4.4k 168.51
Ishares Tr Msci Eafe Etf (EFA) 0.3 $714k 9.8k 72.98
Western Alliance Bancorporation (WAL) 0.2 $437k 7.3k 59.95
Johnson & Johnson (JNJ) 0.2 $426k 2.7k 157.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $418k 4.6k 90.87
Pfizer (PFE) 0.2 $398k 11k 36.77
At&t (T) 0.2 $395k 14k 28.73
Verizon Communications (VZ) 0.2 $393k 6.7k 58.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $392k 1.7k 231.82
Fair Isaac Corporation (FICO) 0.1 $359k 703.00 510.67
Abbvie (ABBV) 0.1 $357k 3.3k 107.08
Union Pacific Corporation (UNP) 0.1 $305k 1.5k 208.05
Procter & Gamble Company (PG) 0.1 $296k 2.1k 139.23
Bristol Myers Squibb (BMY) 0.1 $295k 4.8k 62.09
Walt Disney Company (DIS) 0.1 $294k 1.6k 180.92
Abbott Laboratories (ABT) 0.1 $268k 2.4k 109.61
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $265k 1.2k 229.64
Emerson Electric (EMR) 0.1 $260k 3.2k 80.47
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.1 $257k 13k 19.21
Ishares Tr Short Treas Bd (SHV) 0.1 $249k 2.3k 110.57
Bank of Marin Ban (BMRC) 0.1 $249k 7.3k 34.33
WestAmerica Ban (WABC) 0.1 $243k 4.4k 55.23
3M Company (MMM) 0.1 $231k 1.3k 175.00
Coca-Cola Company (KO) 0.1 $218k 4.0k 54.87
Accenture Plc Ireland Shs Class A (ACN) 0.1 $202k 772.00 261.66
Advanced Micro Devices (AMD) 0.1 $200k 2.2k 91.53
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $197k 1.3k 155.49
Boulder Growth & Income Fund (BIF) 0.1 $180k 16k 11.13
Alphabet Cap Stk Cl C (GOOG) 0.1 $175k 100.00 1750.00
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $154k 1.5k 106.06
Ishares Tr Russell 2000 Etf (IWM) 0.1 $144k 734.00 196.19
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $142k 849.00 167.26
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $137k 1.5k 91.70
Alphabet Cap Stk Cl A (GOOGL) 0.0 $126k 72.00 1750.00
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $121k 920.00 131.52
Cytomx Therapeutics (CTMX) 0.0 $112k 17k 6.56
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $111k 2.2k 51.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $105k 539.00 194.81
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $105k 366.00 286.89
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $89k 2.0k 43.78
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $85k 1.6k 53.12
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $84k 1.5k 55.41
Vanguard Index Fds Large Cap Etf (VV) 0.0 $74k 419.00 176.61
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $73k 597.00 122.28
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $44k 211.00 208.53
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $39k 1.0k 39.00
Vanguard Index Fds Value Etf (VTV) 0.0 $31k 264.00 117.42
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $28k 222.00 126.13
Ault Global Holdings Stock 0.0 $27k 6.1k 4.42
Ishares Tr Rus 1000 Etf (IWB) 0.0 $25k 116.00 215.52
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $14k 80.00 175.00
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.0 $11k 82.00 134.15
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.0 $10k 55.00 181.82
Ishares Tr Nasdaq Biotech (IBB) 0.0 $10k 64.00 156.25
Ishares Tr Select Divid Etf (DVY) 0.0 $6.0k 62.00 96.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $6.0k 100.00 60.00
Vanguard Index Fds Growth Etf (VUG) 0.0 $3.0k 10.00 300.00
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $3.0k 40.00 75.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $2.0k 16.00 125.00
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $1.0k 10.00 100.00
Spdr Ser Tr Aerospace Def (XAR) 0.0 $1.0k 8.00 125.00
Ishares Tr Cohen Steer Reit (ICF) 0.0 $0 1.00 0.00

Past Filings by Taddei, Ludwig & Associates

SEC 13F filings are viewable for Taddei, Ludwig & Associates going back to 2020