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  Name: Alera Investment Advisors LLC
  City: DEERFIELD
  State: IL
  Zip: 60015
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $739,482,000
  Total Value Change : $-25,300,000
  Securities Held Change : 2
   
All Securities Held : 169
  New Positions : 15
  Closed Positions : 13
  Increased Positions : 52
  Unchanged Positions : 13
  Decreased Positions : 89

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Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 35 - $132.01 $1,672,000 12,739 0.23% 80,000 0 0.008    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 40 - $163.06 $1,387,000 8,518 0.19% 114,000 0 0.002    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 46 - $189.63 $1,199,000 6,250 0.16% 74,000 0 0.005    Closed - End Fund - E...
   (PMAR)1 Year Chart         PMAR Innovator S&p 500 Power Buf... 88 - $0.00 $770,000 20,910 0.1% 25,000 0 0.047    N/A
   (FNDC)1 Year Chart         FNDC Schwab Fundamental Internat... 103 - $36.08 $612,000 17,246 0.08% 11,000 0 0.019    N/A
   (BJUL)1 Year Chart         BJUL Innovator S&p 500 Buffer Et... 108 - $0.00 $561,000 13,904 0.08% 38,000 0 0.154    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 112 - $263.11 $528,000 2,030 0.07% 46,000 0 0    Closed - End Fund - E...
   (PFEB)1 Year Chart         PFEB Innovator S&p 500 Power Buf... 124 - $0.00 $458,000 13,396 0.06% 21,000 0 0.085    N/A
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 127 - $291.81 $446,000 1,548 0.06% 40,000 0 0.001    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 154 - $353.84 $228,000 663 0.03% 22,000 0 0    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 156 - $534.05 $225,000 428 0.03% 21,000 0 0    Closed - End Fund - E...
   (PJUN)1 Year Chart         PJUN Innovator S&p 500 Power Buf... 158 - $0.00 $223,000 6,455 0.03% 8,000 0 0.006    N/A
   (MRCC)1 Year Chart         MRCC Monroe Capital Corp 166 - $7.47 $92,000 12,805 0.01% 2,000 0 0.06    N/A
      13 Records Found
  1    
Page 1 of 1
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