TA
Tillar-Wenstrup Advisors, LLC
Long-term holder
Total reported value
—
Reporting period: 2023-12-31 · Number of holdings: 1
Tillar-Wenstrup Advisors, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2023-12-31, with total reported value of — and a quarterly turnover rate of 0.0%.
Personality snowflake
- Concentration
- 0
- Portfolio Stability
- 0
- Momentum/Contrarian
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Recent moves
No holding changes this quarter
Holdings Map
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology INC | Stock-Other | — | — | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2023-12-31 | 1 | — | 0 | |
| 2023-09-30 | 1 | — | 0 | |
| 2023-06-30 | 1 | — | 0 | |
| 2023-03-31 | 1 | — | 0 | |
| 2022-12-31 | 44 | $207.0M | 0 | |
| 2022-09-30 | 46 | $200.2M | 0 | |
| 2022-06-30 | 49 | $199.9M | 0 | |
| 2022-03-31 | 45 | $208.8M | 0 | |
| 2021-12-31 | 40 | $212.4M | 0 | |
| 2021-09-30 | 35 | $216.1M | 0 | |
| 2021-06-30 | 36 | $219.6M | 97 | |
| 2021-03-31 | 35 | $205.0M | 24 | |
| 2020-12-31 | 34 | $193.1M | 51 | |
| 2020-09-30 | 35 | $172.4M | 14 | |
| 2020-06-30 | 33 | $165.0M | 85 | |
| 2020-03-31 | 19 | $107.7M | 100 | |
| 2019-12-31 | 51 | $179.0M | 34 | |
| 2019-09-30 | 43 | $172.6M | 19 | |
| 2019-06-30 | 44 | $177.5M | 16 | |
| 2019-03-31 | 43 | $174.0M | 36 | |
| 2018-12-31 | 49 | $151.9M | 53 | |
| 2018-09-30 | 57 | $183.8M | 19 | |
| 2018-06-30 | 57 | $179.8M | 43 | |
| 2018-03-31 | 56 | $171.7M | 71 | |
| 2017-12-31 | 42 | $128.3M | 24 | |
| 2017-09-30 | 45 | $131.5M | 16 | |
| 2017-06-30 | 45 | $128.4M | 17 | |
| 2017-03-31 | 50 | $130.9M | 28 | |
| 2016-12-31 | 50 | $118.5M | 43 | |
| 2016-09-30 | 52 | $109.4M | 21 | |
| 2016-06-30 | 51 | $101.1M | 35 | |
| 2016-03-31 | 44 | $87.3M | 51 | |
| 2015-12-31 | 42 | $101.0M | 24 | |
| 2015-09-30 | 39 | $99.5M | 43 | |
| 2015-06-30 | 38 | $110.5M | 15 | |
| 2015-03-31 | 34 | $102.3M | 31 | |
| 2014-12-31 | 35 | $103.4M | 35 | |
| 2014-09-30 | 40 | $108.2M | 25 | |
| 2014-06-30 | 47 | $124.7M | 37 | |
| 2014-03-31 | 41 | $110.0M | 36 | |
| 2013-12-31 | 36 | $97.2M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
FAQ
What is Tillar-Wenstrup Advisors, LLC and what type of investor is it?
Tillar-Wenstrup Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-12-31), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.
What are Tillar-Wenstrup Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Tillar-Wenstrup Advisors, LLC's top holdings by market value are:
1. Ikena Oncology INC — $0.0
What changes did Tillar-Wenstrup Advisors, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Tillar-Wenstrup Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Tillar-Wenstrup Advisors, LLC focus on?
Sector breakdown data is not yet available for Tillar-Wenstrup Advisors, LLC. Check back after the next 13F processing cycle.