| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 13 | Q3 2023 | 23.4% |
| VANGUARD TOTAL STOCK MARKET ETF | 13 | Q3 2023 | 24.1% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 13 | Q3 2023 | 14.4% |
| VANGUARD GROWTH ETF | 13 | Q3 2023 | 10.3% |
| ISHARES S&P MIDCAP FUND | 13 | Q3 2023 | 8.5% |
| JPMORGAN ULTRA-SHORT INCOME ETF | 13 | Q3 2023 | 7.7% |
| NVIDIA CORPORATION COM | 13 | Q3 2023 | 7.0% |
| VANGUARD VALUE ETF | 13 | Q3 2023 | 5.2% |
| VANGUARD VALUE INDEX FUND | 13 | Q3 2023 | 4.6% |
| ISHARES RUSSELL 1000 ETF | 13 | Q3 2023 | 6.3% |
View Daniels&Tansey,LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-07 |
| 13F-HR | 2021-11-05 |
| 13F-HR | 2021-08-04 |
View Daniels&Tansey,LLP'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.