MondegarAI
RiverGlades Family Offices LLC

Q4 2024 · 13F-HR

RiverGlades Family Offices LLCholdings as filed

Filed 2025-02-13 · accession 0001619779-25-000001

$140.1M
Reported value
81
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$30.2M21.6%51,381CommonSOLE
464287507IJHISHARES TR$10.4M7.39%166,186CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$8.7M6.21%181,797CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.9M4.20%133,657CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$5.4M3.84%23,132CommonSOLE
78468R200FLRNSPDR SER TR$5.1M3.64%165,831CommonSOLE
464285204IAUISHARES GOLD TR$4.5M3.23%91,342CommonSOLE
922908751VBVANGUARD INDEX FDS$4.2M3.02%17,597CommonSOLE
464287226AGGISHARES TR$4.0M2.88%41,601CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$3.6M2.60%72,697CommonSOLE
78464A474SPSBSPDR SER TR$2.9M2.04%95,898CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$2.6M1.89%53,840CommonSOLE
06738C778DJPBARCLAYS BANK PLC$2.5M1.76%76,995CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.4M1.70%17,316CommonSOLE
78468R739SHMSPDR SER TR$2.3M1.67%49,357CommonSOLE
464287739IYRISHARES TR$2.3M1.67%25,133CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2.2M1.57%45,592CommonSOLE
464287804IJRISHARES TR$2.2M1.57%19,102CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$2.1M1.53%9,548CommonSOLE
037833100AAPLAPPLE INC$2.0M1.41%7,871CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$2.0M1.40%14,837CommonSOLE
464287465EFAISHARES TR$1.8M1.30%24,106CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.5M1.08%2,590CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.4M1.02%14,824CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$1.1M0.79%17,437CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$1.1M0.76%13,605CommonSOLE
594918104MSFTMICROSOFT CORP$969,4500.69%2,300CommonSOLE
464288513HYGISHARES TR$929,9580.66%11,824CommonSOLE
56585A102MPCMARATHON PETE CORP$906,7500.65%6,500CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$818,8200.58%4,500CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$809,3760.58%1,600CommonSOLE
922908769VTIVANGUARD INDEX FDS$786,2550.56%2,713CommonNONE
464287234EEMISHARES TR$780,4450.56%18,662CommonSOLE
443510607HUBBHUBBELL INC$774,9470.55%1,850CommonSOLE
02079K305GOOGLALPHABET INC$773,2910.55%4,085CommonSOLE
023135106AMZNAMAZON COM INC$734,5180.52%3,348CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$712,5990.51%22,723CommonSOLE
682680103OKEONEOK INC NEW$692,7600.49%6,900CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$686,9570.49%9,670CommonSOLE
30303M102METAMETA PLATFORMS INC$661,6270.47%1,130CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$581,0320.41%6,783CommonSOLE
30231G102XOMEXXON MOBIL CORP$535,1610.38%4,975CommonSOLE
75513E101RTXRTX CORPORATION$532,3120.38%4,600CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$528,9310.38%1,863CommonSOLE
79466L302CRMSALESFORCE INC$509,8540.36%1,525CommonSOLE
81762P102NOWSERVICENOW INC$503,5570.36%475CommonSOLE
060505104BACBANK AMERICA CORP$496,6350.35%11,300CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$488,5000.35%2,500CommonSOLE
806857108SLBSCHLUMBERGER LTD$460,0800.33%12,000CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$455,9550.33%5,419CommonSOLE
038222105AMATAPPLIED MATLS INC$439,1010.31%2,700CommonSOLE
02079K107GOOGALPHABET INC$436,1080.31%2,290CommonSOLE
46428Q109SLVISHARES SILVER TR$430,4960.31%16,350CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$425,9400.30%3,000CommonSOLE
92189F106GDXVANECK ETF TRUST$405,7420.29%11,965CommonSOLE
12572Q105CMECME GROUP INC$394,7910.28%1,700CommonSOLE
50212V100LPLALPL FINL HLDGS INC$359,1610.26%1,100CommonSOLE
29273V100ETENERGY TRANSFER L P$349,6820.25%17,850CommonSOLE
922908553VNQVANGUARD INDEX FDS$343,4930.25%3,856CommonSOLE
609207105MDLZMONDELEZ INTL INC$340,4610.24%5,700CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$337,0250.24%1,525CommonSOLE
G0403H108AONAON PLC$323,2440.23%900CommonSOLE
482480100KLACKLA CORP$311,9100.22%495CommonSOLE
11135F101AVGOBROADCOM INC$303,7110.22%1,310CommonSOLE
718172109PMPHILIP MORRIS INTL INC$296,0610.21%2,460CommonSOLE
G29183103ETNEATON CORP PLC$281,7580.20%849CommonNONE
464288638IGIBISHARES TR$274,2910.20%5,325CommonSOLE
66987V109NVSNOVARTIS AG$272,4680.19%2,800CommonSOLE
369550108GDGENERAL DYNAMICS CORP$263,4900.19%1,000CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$261,1730.19%3,380CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$260,6360.19%575CommonSOLE
922475108VEEVVEEVA SYS INC$252,3000.18%1,200CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$249,0210.18%3,290CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$247,5530.18%3,084CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$234,6300.17%3,000CommonSOLE
011532108AGIALAMOS GOLD INC NEW$230,5000.16%12,500CommonSOLE
G9460G101VALVALARIS LTD$230,0480.16%5,200CommonSOLE
35905A109FTDRFRONTDOOR INC$218,6800.16%4,000CommonSOLE
464287168DVYISHARES TR$216,6290.15%1,650CommonSOLE
88160R101TSLATESLA INC$214,0360.15%530CommonNONE
464287242LQDISHARES TR$212,1850.15%1,986CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.