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LEILA SHAVER

Virginia Estate & Retirement Planning Advisors Inc.

Assets Managed
$57.165M
Holdings
159
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Virginia Estate & Retirement Planning Advisors Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 159 positions.

Assets under management

The assets under management (AUM) of Virginia Estate & Retirement Planning Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 57.165M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by LEILA SHAVER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
New Position
60.26%
$34.446M
342,206 shares@ $100.67 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
New Position
25.56%
$14.608M
145,120 shares@ $100.66 avg price
AAPL
Apple Inc
Recent Activity
New Position
2.37%
$1.353M
5,336 shares@ $253.51 avg price
TOK
Ishares Msci Kokusai Etf
Recent Activity
New Position
1.21%
$690,236
6,515 shares@ $105.95 avg price
PSLV
Sprott Physical Silver Trust
Recent Activity
New Position
1%
$567,061
16,610 shares@ $34.14 avg price
SCCR
Schwab Core Bond Etf
Recent Activity
New Position
0.71%
$400,967
400,967 shares@ $1.0 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
New Position
0.7%
$398,041
3,351 shares@ $118.79 avg price
AMZN
Amazon.com Inc
Recent Activity
New Position
0.48%
$271,582
3,672 shares@ $73.97 avg price
VIDI
Vident Intl Eqty Strat Etf
Recent Activity
New Position
0.47%
$267,726
8,862 shares@ $30.22 avg price
MSFT
Microsoft Corp
Recent Activity
New Position
0.45%
$253,196
684 shares@ $370.17 avg price

1-10 of 159