Adviceperiod LLC

ADVICEPERIOD, LLC is a DE Limited Liability Company with 70 employees, 48 of whom hold advisory roles, in order to cater to 43 clients. The company has last reported a SEC status of Approved with a registration date of Jan 3, 2014.

• ANN SHIGEMURA-HILDEBRAND

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JONATHAN PAUL STRAUB

  DIRECTOR owns less than 5%

• LAWRENCE KENNETH MILES

  DIRECTOR owns less than 5%

• OPENADVISOR, LLC

  MANAGING MEMBER owns 75% or more

• STEVEN DAVID LOCKSHIN

  DIRECTOR owns less than 5%

• STEVEN DAVID LOCKSHIN

  MEMBER owns 75% or more

• Paladin Realty Partners LLC
• Triton Pacific Adviser LLC
• Capital Guardian Canada Inc
• Balmoral Management II LP
• OLD West Investment Management LLC
• Covington Capital Management
• HCR Wealth Advisors
• Aequitas Wealth Management LLC
• BREAKWATER MANAGEMENT, LP
• First Pacific Advisors LP

• Analyzing Changes in Holdings: AdvicePeriod 13F Q1 2021 vs. Q2 2021

• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $177,423k
• VANGUARD INDEX FDS TOTAL STK MKT $94,283k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $82,447k
• ISHARES TR CORE S&P500 ETF $73,990k
• VANGUARD CHARLOTTE FDS $49,757k
• ISHARES INC CORE MSCI EMKT $43,728k
• VANGUARD INDEX FDS VALUE ETF $34,116k
• SCHWAB STRATEGIC TR $32,967k
• VANGUARD INDEX FDS SM CP VAL ETF $31,964k
• SCHWAB STRATEGIC TR $29,599k