Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2024 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 34 | Q3 2021 | 35.1% |
VANGUARD SPECIALIZED PORTFOL | 34 | Q3 2021 | 15.9% |
ISHARES TR | 34 | Q3 2021 | 10.1% |
SCHWAB STRATEGIC TR | 34 | Q3 2021 | 7.4% |
ISHARES TR | 34 | Q3 2021 | 12.8% |
SCHWAB STRATEGIC TR | 34 | Q3 2021 | 3.7% |
VANGUARD INTL EQUITY INDEX F | 34 | Q3 2021 | 5.4% |
VANGUARD BD INDEX FDS | 34 | Q3 2021 | 11.8% |
AT&T INC | 34 | Q3 2021 | 2.4% |
HOME DEPOT INC | 34 | Q3 2021 | 1.7% |
View Homrich & Berg's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-12-08 |
13F-HR | 2021-08-09 |
13F-HR | 2021-05-17 |
13F-HR | 2021-02-16 |
13F-HR | 2020-11-12 |
13F-HR | 2020-08-13 |
13F-HR | 2020-05-08 |
13F-HR | 2020-02-13 |
13F-HR | 2019-11-05 |
13F-HR | 2019-08-05 |
View Homrich & Berg'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.