| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2024 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR GOLD TRUST SPDR GOLD SHARES | 3 | Q4 2013 | 4.4% |
| VANGUARD FTSE EMERGING MARKETS ETF | 3 | Q4 2013 | 3.3% |
| APPLE INC | 3 | Q4 2013 | 2.8% |
| GOOGLE INC CLASS A | 3 | Q4 2013 | 2.8% |
| VANGUARD SMALL CAP | 3 | Q4 2013 | 2.3% |
| QUALCOMM INC | 3 | Q4 2013 | 2.2% |
| ISHARES MSCI CDA IDX FD CANADA INDEX FUND | 3 | Q4 2013 | 2.2% |
| ISHARES MSCI EMRG MKT FDEMERGING MARKETS INDX FD | 3 | Q4 2013 | 2.2% |
| JPMORGAN CHASE & CO | 3 | Q4 2013 | 2.1% |
| FORD MOTOR COMPANY NEW | 3 | Q4 2013 | 2.4% |
View Willow Street Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2014-02-14 |
| 13F-HR/A | 2013-11-15 |
| 13F-HR | 2013-11-14 |
| 13F-HR | 2013-08-14 |
| 13F-HR | 2013-05-15 |
| 13F-HR | 2013-02-14 |
| 13F-HR | 2012-11-14 |
| 13F-HR | 2012-08-14 |
| 13F-HR | 2012-05-14 |
| 13F-HR | 2012-02-15 |
View Willow Street Advisors 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.