| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 39 | Q2 2024 | 10.8% |
| VANGUARD SPECIALIZED PORTFOL | 39 | Q2 2024 | 6.7% |
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 12.1% |
| VANGUARD INDEX FDS | 39 | Q2 2024 | 7.9% |
| VANGUARD TAX-MANAGED INTL FD | 39 | Q2 2024 | 9.0% |
| VANGUARD INDEX FDS | 39 | Q2 2024 | 5.9% |
| APPLE INC | 39 | Q2 2024 | 4.5% |
| VANGUARD INDEX FDS | 39 | Q2 2024 | 5.8% |
| ISHARES INC | 39 | Q2 2024 | 3.2% |
| VANGUARD INTL EQUITY INDEX F | 39 | Q2 2024 | 3.5% |
View Roof Eidam Maycock Peralta, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-07 |
| N-PX | 2024-08-06 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
View Roof Eidam Maycock Peralta, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.