$0 is the total value of Stanford Investment Group, Inc.'s 0 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
Buy | 00 | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-23
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 9 | Q4 2016 | 22.3% |
VANGUARD SPECIALIZED PORTFO | 9 | Q4 2016 | 20.4% |
VANGUARD BD INDEX FD INC | 9 | Q4 2016 | 10.7% |
APPLE INC | 9 | Q4 2016 | 8.8% |
VANGUARD TAX MANAGED INTL F | 9 | Q4 2016 | 10.5% |
ISHARES TR | 9 | Q4 2016 | 5.4% |
VANGUARD BD INDEX FD INC | 9 | Q4 2016 | 6.5% |
ISHARES TR | 9 | Q4 2016 | 3.8% |
FACEBOOK INC | 9 | Q4 2016 | 3.1% |
TABLEAU SOFTWARE INC | 9 | Q4 2016 | 5.7% |
View Stanford Investment Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2018-01-23 |
13F-HR | 2017-10-13 |
13F-HR | 2017-08-04 |
13F-HR | 2017-05-04 |
13F-HR | 2017-02-02 |
13F-HR | 2016-11-18 |
13F-HR | 2016-11-18 |
13F-HR | 2016-11-18 |
13F-HR | 2016-11-18 |
13F-HR | 2016-11-10 |
View Stanford Investment Group, 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.