Cascadia Advisory Services, LLC

13F Portfolio Filings

Latest 13F report
Q3 2021 - Nov 12, 2021
Value $
$493M
Signature - Title
Rod Ehrlich - Consultant
Location
8050 Pfaffle Street, Suite 100, Portland, OR
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2021 246 $493M +$99.4M -$66.1M +$33.3M VOO, SPY, IVV, FCTR, SHY 13F-HR 11/12/2021, 03:55 PM
Q2 2021 239 $463M +$108M -$113M -$5.31M SPY, VOO, IVV, FCTR, UJUN 13F-HR 8/11/2021, 01:10 PM
Q1 2021 225 $451M +$162M -$113M +$48.8M FIXD, UAPR, IVV, PTBD, VOO 13F-HR 5/12/2021, 05:43 PM
Q3 2020 208 $357M +$110M -$94.1M +$15.8M FIXD, FVC, DNOV, USEP, EEM 13F-HR 11/12/2020, 05:51 PM
Q2 2020 169 $327M +$162M -$176M -$13.7M FIXD, FVC, IEF, DAUG, DNOV 13F-HR 8/7/2020, 05:59 PM
Q4 2019 235 $352M $0 $0 SPY, FVC, GBIL, VOO, JNK 13F-HR 2/11/2020, 04:11 PM