| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 10 | Q3 2015 | 46.5% |
| SPDR GOLD TRUST | 10 | Q3 2015 | 27.8% |
| VANGUARD INTL EQUITY INDEX F | 10 | Q3 2015 | 8.0% |
| VANGUARD TAX MANAGED INTL FD | 10 | Q3 2015 | 9.9% |
| ISHARES TR | 10 | Q3 2015 | 3.9% |
| ISHARES GOLD TRUST | 10 | Q3 2015 | 6.2% |
| SPDR S&P 500 ETF TR | 10 | Q3 2015 | 4.0% |
| ISHARES INC | 10 | Q3 2015 | 1.3% |
| VANGUARD INDEX FDS | 10 | Q3 2015 | 1.2% |
| ISHARES TR | 10 | Q3 2015 | 1.0% |
View Convergent Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2017-11-09 |
| 13F-NT | 2017-08-02 |
| 13F-NT | 2017-05-11 |
| 13F-NT | 2017-02-10 |
| 13F-NT | 2016-11-08 |
| 13F-NT | 2016-08-03 |
| 13F-NT | 2016-05-10 |
| 13F-NT | 2016-02-11 |
| 13F-HR | 2015-11-16 |
| 13F-HR | 2015-08-13 |
View Convergent Wealth Advisors'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.