Notify me when OKABENA INVESTMENT SERVICES INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 143 | $524,343,990 | +$54,973,745 | -$56,060,472 | -$1,086,727 | VOO, VEA, IVV, VXUS, TGT | 13F-HR | 13 Feb 2026, 14:53 |
| Q3 2025 | 138 | $514,699,158 | +$64,976,986 | -$31,327,887 | +$33,649,099 | VXUS, VOO, IVV, VEA, MSFT | 13F-HR | 12 Nov 2025, 10:52 |
| Q2 2025 | 127 | $450,375,178 | +$51,657,961 | -$32,356,182 | +$19,301,779 | VXUS, VOO, IVV, TGT, VEA | 13F-HR | 13 Aug 2025, 12:11 |
| Q1 2025 | 124 | $397,264,741 | +$70,450,041 | -$26,158,137 | +$44,291,904 | VOO, VXUS, TGT, EEM, SPY | 13F-HR | 14 May 2025, 15:27 |
| Q4 2024 | 115 | $359,819,632 | +$33,956,648 | -$20,437,796 | +$13,518,852 | VXUS, VOO, TGT, VT, EEM | 13F-HR | 12 Feb 2025, 11:32 |
| Q3 2024 | 107 | $353,822,101 | +$45,900,340 | -$26,539,977 | +$19,360,363 | VXUS, TGT, VT, VOO, EEM | 13F-HR | 12 Nov 2024, 15:51 |
| Q2 2024 | 110 | $315,205,462 | +$36,340,266 | -$23,018,467 | +$13,321,799 | VXUS, VT, EEM, IJR, SPY | 13F-HR | 09 Aug 2024, 14:27 |
| Q1 2024 | 97 | $300,207,773 | +$49,949,442 | -$23,822,642 | +$26,126,800 | VXUS, VT, EEM, VOO, SPY | 13F-HR | 13 May 2024, 16:30 |
| Q4 2023 | 98 | $256,821,004 | +$133,558,441 | -$18,989,958 | +$114,568,483 | VXUS, EEM, SPY, DFAI, VT | 13F-HR | 14 Feb 2024, 15:39 |
| Q3 2023 | 102 | $128,563,921 | +$14,336,518 | -$16,936,322 | -$2,599,804 | VXUS, DFAI, SPY, IAU, IJR | Restatement | 27 Nov 2023, 17:02 |
| Q2 2023 | 151 | $136,634,024 | +$27,194,071 | -$39,937,381 | -$12,743,310 | VXUS, DFAI, SPY, VT, IAU | 13F-HR | 14 Aug 2023, 17:23 |
| Q1 2023 | 200 | $126,235,910 | +$21,671,753 | -$29,472,533 | -$7,800,780 | VXUS, SPY, DFAE, VT, MSFT | 13F-HR | 15 May 2023, 10:35 |
| Q4 2022 | 213 | $123,124,536 | +$10,923,759 | -$78,056,612 | -$67,132,853 | VXUS, DFAI, VT, MSFT, IAU | 13F-HR | 08 Feb 2023, 14:46 |
| Q3 2022 | 166 | $207,048,000 | +$78,757,459 | -$47,747,584 | +$31,009,875 | VXUS, SPY, IEMG, MSFT, DFAI | 13F-HR | 14 Nov 2022, 08:39 |
| Q2 2022 | 167 | $194,430,000 | +$28,900,557 | -$35,240,720 | -$6,340,163 | VEU, VWO, SPY, DFAI, MSFT | 13F-HR | 11 Aug 2022, 12:57 |
| Q1 2022 | 180 | $236,594,000 | +$30,695,520 | -$40,967,468 | -$10,271,948 | VEU, VWO, SPY, DFAI, MSFT | 13F-HR | 12 May 2022, 15:58 |
| Q4 2021 | 195 | $262,978,000 | +$91,964,340 | -$28,515,961 | +$63,448,379 | VEU, VWO, SPY, GLD, DFAI | Restatement | 25 Mar 2022, 11:52 |
| Q3 2021 | 98 | $190,004,000 | +$16,563,192 | -$34,849,221 | -$18,286,029 | VEU, VWO, IJR, GLD, DFAI | 13F-HR | 12 Nov 2021, 14:00 |
| Q2 2021 | 92 | $212,596,000 | +$33,701,622 | -$16,578,712 | +$17,122,910 | VEU, VWO, IJR, GLD, DFAI | 13F-HR | 13 Aug 2021, 11:35 |
| Q1 2021 | 69 | $185,707,000 | +$22,356,123 | -$17,100,538 | +$5,255,585 | VEU, VWO, IJR, DFAI, GLD | 13F-HR | 14 May 2021, 14:14 |
| Q4 2020 | 73 | $170,344,000 | +$52,405,098 | -$27,230,147 | +$25,174,951 | VEU, VWO, IJR, GLD, DFAI | 13F-HR | 12 Feb 2021, 14:00 |
| Q3 2020 | 76 | $130,626,000 | +$26,722,473 | -$17,803,565 | +$8,918,908 | GLD, VWO, VOO, VEU, IJR | 13F-HR | 12 Nov 2020, 16:31 |
| Q2 2020 | 72 | $113,912,000 | +$34,556,841 | -$22,907,812 | +$11,649,029 | GLD, VWO, IJR, VOO, VEU | 13F-HR | 10 Aug 2020, 14:55 |
| Q1 2020 | 69 | $87,302,000 | +$15,888,433 | -$19,923,569 | -$4,035,136 | GLD, VWO, SPY, TIP, CHTR | 13F-HR | 08 May 2020, 13:48 |
| Q4 2019 | 66 | $107,618,000 | $0 | $0 | $0 | VWO, GLD, GOOG, BABA, EXPD | 13F-HR | 12 Feb 2020, 13:00 |