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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 : 2023-12-31
  Total Value : $764,782,000
  Total Value Change : $157,813,000
  Securities Held Change : 7
   
All Securities Held : 167
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 17     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
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS - $245.74 $3,145,000 13,518 % 330,000 0 0    N/A
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... - $131.39 $1,592,000 12,739 % 127,000 0 0    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS - $161.40 $1,273,000 8,518 % 98,000 0 0    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... - $181.14 $1,225,000 7,190 % 108,000 0 0    N/A
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx - $297.71 $1,193,000 4,357 % 125,000 0 0    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER - $188.19 $1,125,000 6,250 % 128,000 0 0    N/A
   (PJUL)1 Year Chart         PJUL Innovator S&p 500 Power Buf... - $0.00 $764,000 21,101 % 53,000 0 0    N/A
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... - $65.47 $746,000 11,900 % 46,000 0 0    N/A
   (PMAR)1 Year Chart         PMAR Innovator S&p 500 Power Buf... - $0.00 $745,000 20,910 % 45,000 0 0    N/A
   (FNDC)1 Year Chart         FNDC Schwab Fundamental Internat... - $35.63 $601,000 17,246 % 47,000 0 0    N/A
   (PAPR)1 Year Chart         PAPR Innovator S&p 500 Power Buf... - $0.00 $599,000 18,334 % 38,000 0 0.119    N/A
   (UDEC)1 Year Chart         UDEC Innovator S - $0.00 $554,000 17,294 % 46,000 0 0    N/A
   (BJUL)1 Year Chart         BJUL Innovator S&p 500 Buffer Et... - $0.00 $523,000 13,904 % 44,000 0 0    N/A
   (BJUN)1 Year Chart         BJUN Innovator S&p 500 Buffer Et... - $0.00 $342,000 9,569 % 28,000 0 0    N/A
   (IJT)1 Year Chart         IJT iShares S&P SC600 BR Gr Indx - $129.89 $270,000 2,160 % 33,000 0 0    N/A
   (PJUN)1 Year Chart         PJUN Innovator S&p 500 Power Buf... - $0.00 $215,000 6,455 % 13,000 0 0    N/A
   (STRM)1 Year Chart         STRM Streamline Health Solution - $0.33 $43,000 100,000 % -54,000 0 0    N/A
      17 Records Found
  1    
Page 1 of 1
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