Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Tax Mgd FTSE Dev Mkt | 33 | Q2 2021 | 4.2% |
ISHARES TR BARCLAYS 1-3 YEARS | 33 | Q2 2021 | 3.8% |
Vanguard Total Stock Mkt | 33 | Q2 2021 | 1.9% |
Vanguard Total Bond Mkt | 33 | Q2 2021 | 2.1% |
ISHARES TR S&P 500 INDEX | 33 | Q2 2021 | 2.2% |
VANGUARD INDEX FUNDS GROWTH ET | 33 | Q2 2021 | 1.3% |
Vanguard Short Term Bond | 32 | Q2 2021 | 5.2% |
JPMORGAN CHASE & CO | 32 | Q2 2021 | 3.7% |
ABBVIE INC | 32 | Q2 2021 | 3.6% |
VULCAN MATLS CO | 32 | Q2 2021 | 2.7% |
View Coe Capital Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-07-22 |
13F-HR | 2021-06-21 |
13F-HR | 2021-02-08 |
13F-HR | 2020-11-18 |
13F-HR | 2020-07-15 |
13F-HR | 2020-05-20 |
13F-HR | 2020-02-13 |
13F-HR | 2019-10-18 |
13F-HR | 2019-08-14 |
13F-HR | 2019-05-20 |
View Coe Capital Management, LLC'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.