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CIK: 0001619779
Total reported value
$218.0M
$218.0M
78 檔
25.4%
During the Q1 2024 filing period, RiverGlades Family Offices LLC (CIK: 0001619779) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $218.0M across 78 reported positions.
During Q1 2024, RiverGlades Family Offices LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.24% | -2.39% | -1.46% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.81% | -0.66% | +395.49% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.04% | -1.02% | -2.64% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.57% | -0.61% | -2.65% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.51% | -0.63% | -15.56% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 3.49% | +0.35% | -3.70% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 3.17% | -1.36% | -3.08% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 3.13% | -0.39% | +0.98% | |
| 9 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.00% | -0.67% | +18.56% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.85% | -0.50% | -19.88% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.83% | +0.49% | -2.35% | |
| 12 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 1.83% | -0.78% | +2.92% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.82% | -0.20% | -1.43% | |
| 14 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.80% | -0.36% | +1.81% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.71% | -0.40% | -3.93% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.67% | -0.27% | -8.90% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.58% | -0.08% | -4.78% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.58% | -0.36% | -1.20% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.41% | -0.20% | -5.85% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-Other | 1.34% | -0.16% | -5.33% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.21% | -0.19% | -2.92% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.16% | +0.33% | -2.11% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | -0.10% | -7.18% | |
| 24 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.98% | -0.16% | — | |
| 25 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.97% | -0.13% | -0.31% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.86% | -0.19% | -9.86% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.78% | +0.26% | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | +0.25% | — | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.75% | -0.12% | -8.79% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | -0.16% | EXIT | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.71% | -0.10% | -12.48% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.71% | -0.12% | -21.00% | |
| 33 | HUBB | Hubbell Inc | Stock-Industrials | 0.60% | -0.09% | — | |
| 34 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.58% | -0.03% | -0.30% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.27% | +1.60% | |
| 36 | EPD | Enterprise Products Partners | Stock-Energy | 0.52% | -0.13% | +0.00% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.06% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.06% | — | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.44% | +0.63% | — | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.44% | -0.16% | -9.88% | |
| 41 | OKE | Oneok Inc | Stock-Energy | 0.44% | -0.11% | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | +0.08% | — | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.39% | -0.13% | — | |
| 44 | SLB | Slb LTD | Stock-Energy | 0.39% | -0.42% | EXIT | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | -0.09% | — | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.34% | -0.03% | — | |
| 47 | SLV | Ishares Silver Trust | ETF-Commodities | 0.34% | -0.16% | -10.91% | |
| 48 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.34% | -0.18% | +1.01% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.33% | -0.17% | EXIT | |
| 50 | XLB | Ss Materials Select Sector | ETF-Other | 0.33% | -0.07% | -5.99% |
According to official SEC Form 13F filings, RiverGlades Family Offices LLC reported a total U.S. public equity portfolio value of $218.0M across 78 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, VEA) accounted for 25.4% of total reported equity market value during Q1 2024.
During Q1 2024, RiverGlades Family Offices LLC's top holdings by market value included IVV (21.2%)、IJH (7.8%)、VEA (7.0%). The largest single position, IVV, represented 21.2% of total portfolio value.
In Q1 2024, RiverGlades Family Offices LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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