$801 Million is the total value of WBH ADVISORY INC's 296 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vngrd InfoTech | 44 | Q2 2024 | 8.4% |
| Vngrd Total Stk | 44 | Q2 2024 | 6.2% |
| Vngrd Health | 44 | Q2 2024 | 5.7% |
| Vngrd SmallCap | 44 | Q2 2024 | 5.3% |
| Vngrd Fin | 44 | Q2 2024 | 4.0% |
| Schwab US Broad | 44 | Q2 2024 | 4.3% |
| Vngrd Ttl Intl | 44 | Q2 2024 | 3.1% |
| Vngrd FTSE | 44 | Q2 2024 | 3.7% |
| SPDR S&P 500 ETF TR | 44 | Q2 2024 | 13.5% |
| JOHNSON & JOHNSON | 44 | Q2 2024 | 2.0% |
View WBH ADVISORY INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-29 |
View WBH ADVISORY INC'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.