13F Filings History of Cascadia Advisory Services, LLC

Latest 13F report
Q3 2021 - 12 Nov 2021
Value $
$493,198,000
Signature - Title
Rod Ehrlich - Consultant
Location
Portland, OR
Summary
This page shows a list of all the recent 13F filings made by Cascadia Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cascadia Advisory Services, LLC reported 246 stock holdings with total value $493,198,000 as of Q3 2021. Top holdings included VOO, SPY, IVV, FCTR, and SHY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2021 246 $493,198,000 +$99,377,711 -$66,061,639 +$33,316,072 VOO, SPY, IVV, FCTR, SHY 13F-HR 12 Nov 2021, 15:55
Q2 2021 239 $463,495,000 +$107,671,432 -$112,982,025 -$5,310,593 SPY, VOO, IVV, FCTR, UJUN 13F-HR 11 Aug 2021, 13:10
Q1 2021 225 $451,420,000 +$161,775,496 -$112,972,564 +$48,802,932 FIXD, UAPR, IVV, PTBD, VOO 13F-HR 12 May 2021, 17:43
Q3 2020 208 $357,090,000 +$109,941,941 -$93,638,439 +$16,303,502 FIXD, FVC, DNOV, USEP, EEM 13F-HR 12 Nov 2020, 17:51
Q2 2020 169 $326,322,000 +$161,684,928 -$175,802,367 -$14,117,439 FIXD, FVC, IEF, DAUG, DNOV 13F-HR 07 Aug 2020, 17:59
Q4 2019 235 $351,973,000 $0 $0 $0 SPY, FVC, GBIL, VOO, JNK 13F-HR 11 Feb 2020, 16:11