| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Lido Advisors, LLC | $16B | Los Angeles, CA | 028-18071 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2023 | 13F-NT | 2/14/2024, 02:42 PM | ||||||
| Q3 2023 | 13F-NT | 11/14/2023, 02:27 PM | ||||||
| Q2 2023 | 13F-NT | 8/9/2023, 12:28 PM | ||||||
| Q1 2023 | 13F-NT | 5/15/2023, 05:28 PM | ||||||
| Q4 2022 | 1,052 | $1.22B | +$102M | -$73.8M | +$28.2M | AGG, SPY, VOO, VEA, IVV | 13F-HR | 1/23/2023, 04:21 PM |
| Q3 2022 | 913 | $1.12B | +$119M | -$79.1M | +$39.5M | AGG, SPY, VOO, IVV, VEA | 13F-HR | 10/27/2022, 02:08 PM |
| Q2 2022 | 968 | $1.16B | +$105M | -$331M | -$227M | AGG, SPY, VOO, VEA, VXF | 13F-HR | 7/13/2022, 10:26 AM |
| Q1 2022 | 902 | $1.28B | +$169M | -$109M | +$60.1M | AGG, SPY, VOO, VXF, VEA | 13F-HR | 4/27/2022, 11:43 AM |
| Q4 2021 | 912 | $1.32B | +$66.1M | -$57M | +$9.11M | AGG, SPY, VOO, VXF, VTEB | 13F-HR | 1/18/2022, 12:59 PM |
| Q3 2021 | 923 | $1.23B | +$60M | -$49M | +$10.9M | AGG, SPY, VXF, VOO, VTEB | 13F-HR | 11/5/2021, 11:53 AM |
| Q2 2021 | 913 | $1.23B | +$62.2M | -$32.9M | +$29.3M | AGG, VXF, SPY, VOO, VTEB | 13F-HR | 7/19/2021, 05:25 PM |
| Q1 2021 | 913 | $1.14B | +$58.6M | -$40M | +$18.6M | AGG, VXF, SPY, VOO, VTEB | 13F-HR | 5/24/2021, 03:56 PM |
| Q4 2020 | 841 | $1.08B | AGG, VXF, SPY, VOO, VTEB | Restatement | 5/24/2021, 03:53 PM | |||
| Q3 2020 | 762 | $994M | +$80.6M | -$54.5M | +$26.1M | AGG, SPY, VOO, VXF, VTEB | 13F-HR | 9/1/2021, 05:13 PM |
| Q2 2020 | 737 | $932M | +$92.2M | -$54M | +$38.2M | AGG, SPY, VOO, VXF, VTEB | 13F-HR | 9/7/2021, 02:10 PM |
| Q1 2020 | 730 | $777M | +$102M | -$419M | -$317M | AGG, SPY, VOO, SPLV, VXF | 13F-HR | 9/7/2021, 02:08 PM |
| Q4 2019 | 814 | $893M | +$55.6M | -$23.5M | +$32.1M | AGG, SPY, VXF, SPLV, VOO | 13F-HR | 9/14/2021, 04:07 PM |
| Q3 2019 | 690 | $825M | +$57.7M | -$70.2M | -$12.4M | AGG, SPY, VXF, SPLV, VOO | 13F-HR | 9/14/2021, 01:26 PM |
| Q2 2019 | 726 | $836M | +$44.6M | -$92.3M | -$47.7M | AGG, SPY, VXF, VEA, SPLV | 13F-HR | 9/13/2021, 03:23 PM |
| Q1 2019 | 771 | $859M | +$71.1M | -$51.8M | +$19.4M | AGG, SPY, VEA, VXF, SPLV | 13F-HR | 9/13/2021, 03:13 PM |
| Q4 2018 | 728 | $768M | +$112M | -$83.3M | +$28.3M | AGG, SPY, VEA, MINT, VOO | 13F-HR | 9/13/2021, 03:05 PM |
| Q3 2018 | 736 | $839M | +$43.3M | -$40.2M | +$3.02M | AGG, SPY, VEA, VXF, VOO | 13F-HR | 9/13/2021, 03:00 PM |
| Q2 2018 | 727 | $803M | +$44.7M | -$44.5M | +$196K | AGG, SPY, VEA, VOO, VXF | 13F-HR | 9/13/2021, 02:51 PM |
| Q1 2018 | 734 | $798M | +$60.1M | -$82.9M | -$22.8M | AGG, SPY, VEA, VOO, VXF | 13F-HR | 9/13/2021, 02:46 PM |
| Q4 2017 | 762 | $833M | +$59.6M | -$49.9M | +$9.71M | AGG, SPY, VEA, VOO, SPLV | 13F-HR | 9/13/2021, 02:31 PM |
| Q3 2017 | 787 | $800M | +$69.1M | -$69.9M | -$864K | AGG, SPY, VEA, VOO, SPLV | 13F-HR | 9/13/2021, 02:16 PM |
| Q2 2017 | 743 | $780M | +$56.8M | -$55.3M | +$1.43M | AGG, SPY, VEA, VXF, VOO | 13F-HR | 9/13/2021, 01:56 PM |
| Q1 2017 | 726 | $772M | +$131M | -$33.7M | +$97.4M | AGG, SPY, VXF, SPLV, VEA | 13F-HR | 9/13/2021, 01:48 PM |
| Q4 2016 | 683 | $648M | +$469M | -$15.7M | +$454M | AGG, SPY, VXF, VOO, SPLV | 13F-HR | 9/13/2021, 01:15 PM |
| Q3 2016 | 613 | $221M | +$32.9M | -$1.73B | -$1.7B | SPLV, CSM, SCHZ, RSP, VTWO | 13F-HR | 9/13/2021, 01:10 PM |
| Q2 2016 | 665 | $640M | +$52M | -$33.6M | +$18.4M | AGG, SPY, BIV, VOO, VXF | 13F-HR | 9/7/2021, 02:23 PM |
| Q1 2016 | 676 | $615M | AGG, SPY, VOO, BIV, VXF | 13F-HR | 9/7/2021, 12:11 PM |