| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
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.