Chief Compliance Officer

0001759485-21-000007.txt : 20211115 0001759485-21-000007.hdr.sgml : 20211115 20211115095821 ACCESSION NUMBER: 0001759485-21-000007 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Alera Investment Advisors, LLC CENTRAL INDEX KEY: 0001759485 IRS NUMBER: 821301701 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-19257 FILM NUMBER: 211407113 BUSINESS ADDRESS: STREET 1: THREE PARKWAY NORTH STREET 2: SUITE 500 CITY: DEERFIELD STATE: IL ZIP: 60015 BUSINESS PHONE: 8474573000 MAIL ADDRESS: STREET 1: THREE PARKWAY NORTH STREET 2: SUITE 500 CITY: DEERFIELD STATE: IL ZIP: 60015 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001759485 XXXXXXXX 09-30-2021 09-30-2021 true 1 RESTATEMENT Alera Investment Advisors, LLC

THREE PARKWAY NORTH SUITE 500 DEERFIELD IL 60015

13F HOLDINGS REPORT 028-19257 N ADAM R. LEBER Chief Compliance Officer (847) 457-3154 ADAM R. LEBER DEERFIELD IL 11-15-2021 0 94 338747 false INFORMATION TABLE 2 13FAlera2021Q3_Amendment.xml 3M CO COM 88579Y101 229 1306 SH SOLE 0 0 1306 ABBOTT LABS COM 002824100 425 3599 SH SOLE 0 0 3599 ADVISORSHARES TR PURE CANNABIS 00768Y495 401 24400 SH SOLE 0 0 24400 ALPHABET INC CAP STK CL C 02079K107 405 152 SH SOLE 0 0 152 ALPHABET INC CAP STK CL A 02079K305 872 326 SH SOLE 0 0 326 AMAZON COM INC COM 023135106 2989 912 SH SOLE 0 0 912 AMERICAN TOWER CORP NEW COM 03027X100 231 869 SH SOLE 0 0 869 AON PLC SHS CL A G0403H108 768 2689 SH SOLE 0 0 2689 APPLE INC COM 037833100 5994 42361 SH SOLE 0 0 42361 ARK ETF TR INNOVATION ETF 00214Q104 839 7590 SH SOLE 0 0 7590 AUTODESK INC COM 052769106 239 837 SH SOLE 0 0 837 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 350 1282 SH SOLE 0 0 1282 BOEING CO COM 097023105 357 1621 SH SOLE 0 0 1621 CME GROUP INC COM 12572Q105 564 2915 SH SOLE 0 0 2915 COSTCO WHSL CORP NEW COM 22160K105 231 525 SH SOLE 0 0 525 DANAHER CORPORATION COM 235851102 397 1303 SH 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US EQT PWR BUF 45782C870 402 14067 SH SOLE 0 0 14067 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 826 13580 SH SOLE 0 0 13580 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 501 18653 SH SOLE 0 0 18653 ISHARES INC CORE MSCI EMKT 46434G103 4874 78908 SH SOLE 0 0 78908 ISHARES TR CORE S&P500 ETF 464287200 305 786 SH SOLE 0 0 786 ISHARES TR CORE US AGGBD ET 464287226 1061 9237 SH SOLE 0 0 9237 ISHARES TR S&P 500 GRWT ETF 464287309 20412 276167 SH SOLE 0 0 276167 ISHARES TR S&P 500 VAL ETF 464287408 9041 62170 SH SOLE 0 0 62170 ISHARES TR MSCI EAFE ETF 464287465 14534 186312 SH SOLE 0 0 186312 ISHARES TR RUS 1000 VAL ETF 464287598 41451 264798 SH SOLE 0 0 264798 ISHARES TR RUS 1000 GRW ETF 464287614 46763 170613 SH SOLE 0 0 170613 ISHARES TR RUS 1000 ETF 464287622 739 3058 SH SOLE 0 0 3058 ISHARES TR RUS 2000 VAL ETF 464287630 2986 18633 SH SOLE 0 0 18633 ISHARES TR RUS 2000 GRW ETF 464287648 2450 8347 SH SOLE 0 0 8347 ISHARES TR RUSSELL 2000 ETF 464287655 6239 28519 SH SOLE 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STARBUCKS CORP COM 855244109 339 3071 SH SOLE 0 0 3071 STREAMLINE HEALTH SOLUTIONS COM 86323X106 182 103750 SH SOLE 0 0 103750 THERMO FISHER SCIENTIFIC INC COM 883556102 278 486 SH SOLE 0 0 486 TRAVELERS COMPANIES INC COM 89417E109 292 1920 SH SOLE 0 0 1920 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5266 13355 SH SOLE 0 0 13355 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1061 6267 SH SOLE 0 0 6267 VANGUARD INDEX FDS MID CAP ETF 922908629 3296 13921 SH SOLE 0 0 13921 VANGUARD INDEX FDS VALUE ETF 922908744 1157 8545 SH SOLE 0 0 8545 VANGUARD INDEX FDS TOTAL STK MKT 922908769 484 2181 SH SOLE 0 0 2181 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4271 31947 SH SOLE 0 0 31947 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 11193 223798 SH SOLE 0 0 223798 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 377 4573 SH SOLE 0 0 4573 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1164 7579 SH SOLE 0 0 7579 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 31599 625808 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