Alera Investment Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$832M
Signature - Title
Lyndsay Kim - Chief Compliance Officer
Location
Three Parkway North, Suite 500, Deerfield, IL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 278 $832M +$455M -$374M +$80.9M SPLG, IVW, IWF, SPYV, IWD 13F-HR 8/13/2024, 05:12 PM
Q1 2024 169 $739M +$9.34M -$89.6M -$80.2M IWF, IWD, VEA, SPYV, SPYG 13F-HR 5/10/2024, 04:06 PM
Q4 2023 167 $765M +$104M -$8.88M +$94.7M IWF, IWD, VEA, SPYV, SPYG 13F-HR 1/23/2024, 03:56 PM
Q3 2023 160 $607M +$183M -$21.5M +$161M IWF, IWD, VEA, SPYV, SPYG 13F-HR 10/11/2023, 09:14 AM
Q2 2023 173 $464M +$12.7M -$9.79M +$2.86M IWF, IWD, SPYV, SPYG, VEA 13F-HR 7/26/2023, 02:08 PM
Q1 2023 170 $434M +$12.2M -$27M -$14.8M IWD, IWF, SPYV, SPYG, VEA 13F-HR 5/1/2023, 08:25 PM
Q4 2022 176 $423M +$72.9M -$28.6M +$44.2M IWD, IWF, SPYV, SPYG, VEA 13F-HR 2/2/2023, 09:18 AM
Q3 2022 175 $353M +$28.7M -$9.67M +$19.1M IWD, IWF, MUB, SPYV, SUB 13F-HR 11/9/2022, 12:54 PM
Q2 2022 184 $357M +$42.3M -$53.9M -$11.6M IWD, IWF, SPYV, MUB, VEA 13F-HR 8/8/2022, 09:58 AM
Q1 2022 185 $437M +$98.6M -$6.83M +$91.8M IWD, IWF, SPYV, VEA, SPYG 13F-HR 5/10/2022, 10:54 AM
Q4 2021 99 $365M +$14.3M -$12M +$2.36M IWF, IWD, SPYV, VEA, SPYG 13F-HR 1/26/2022, 12:55 PM
Q3 2021 94 $339M +$20.9M -$11.1M +$9.84M IWF, IWD, SPYV, VEA, SPYG Restatement 11/15/2021, 09:58 AM
Q2 2021 94 $333M +$26.9M -$18.6M +$8.3M IWF, IWD, SPYV, VEA, SPYG 13F-HR 8/5/2021, 12:06 PM
Q1 2021 88 $303M +$15.8M -$9.62M +$6.18M VEA, IWF, IWD, SPYV, SPYG 13F-HR 5/12/2021, 08:12 AM
Q4 2020 85 $283M +$24.5M -$10.4M +$14.1M VEA, IWF, SPYV, IWD, SPYG 13F-HR 2/8/2021, 08:42 AM
Q3 2020 84 $251M +$59.1M -$8.96M +$50.2M VEA, IWF, SPYV, IWD, SPYG 13F-HR 11/9/2020, 10:12 AM
Q2 2020 76 $190M +$7.02M -$12M -$4.98M IWF, VEA, EFA, IWD, IVW 13F-HR 8/11/2020, 06:53 AM
Q1 2020 67 $104M +$17.3M -$28.4M -$11.1M IWF, IWD, IVW, IEFA, IVE 13F-HR 4/29/2020, 01:08 PM
Q4 2019 63 $220M +$13.1M -$11M +$2.1M VEA, IWB, IWD, IWF, IVW 13F-HR 1/29/2020, 03:00 PM
Q3 2019 76 $202M +$7.89M -$1.41M +$6.48M VEA, IWB, IWD, IWF, IVW 13F-HR 10/25/2019, 04:46 PM
Q2 2019 72 $195M +$3.85M -$19.4M -$15.5M VEA, IWB, IWD, IWF, IVW 13F-HR 8/7/2019, 04:44 PM
Q1 2019 1,176 $205M +$55.3M -$31.3M +$24M VEA, IWB, IWD, IWF, IVW 13F-HR 5/13/2019, 05:33 PM
Q4 2018 1,124 $164M $0 $0 VEA, IWD, IWF, EFA, IVW 13F-HR 2/14/2019, 09:53 AM