$338 Million is the total value of Price Wealth, LLC's 399 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 105.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FMC | Exit | F M C CORP | $0 | – | -13 | -100.0% | 0.00% | – |
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -50 | -100.0% | 0.00% | – |
| IQV | Exit | IQVIA HLDGS INC | $0 | – | -9 | -100.0% | 0.00% | – |
| TXT | Exit | TEXTRON INC | $0 | – | -29 | -100.0% | 0.00% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -431 | -100.0% | 0.00% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -18 | -100.0% | 0.00% | – |
| PVH | Exit | PVH CORPORATION | $0 | – | -16 | -100.0% | 0.00% | – |
| AAP | Exit | ADVANCE AUTO PARTS INC | $0 | – | -9 | -100.0% | 0.00% | – |
| HFC | Exit | HOLLYFRONTIER CORP | $0 | – | -36 | -100.0% | 0.00% | – |
| FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -19 | -100.0% | 0.00% | – |
| WDC | Exit | WESTERN DIGITAL CORP. | $0 | – | -30 | -100.0% | 0.00% | – |
| AEE | Exit | AMEREN CORP | $0 | – | -17 | -100.0% | 0.00% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -39 | -100.0% | 0.00% | – |
| VMC | Exit | VULCAN MATLS CO | $0 | – | -10 | -100.0% | 0.00% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -8 | -100.0% | 0.00% | – |
| FLS | Exit | FLOWSERVE CORP | $0 | – | -30 | -100.0% | 0.00% | – |
| ETFC | Exit | E TRADE FINANCIAL CORP | $0 | – | -26 | -100.0% | 0.00% | – |
| LKQ | Exit | LKQ CORP | $0 | – | -40 | -100.0% | 0.00% | – |
| IT | Exit | GARTNER INC | $0 | – | -9 | -100.0% | 0.00% | – |
| HES | Exit | HESS CORP | $0 | – | -44 | -100.0% | 0.00% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -49 | -100.0% | 0.00% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -15 | -100.0% | 0.00% | – |
| BFB | Exit | BROWN FORMAN CORP CL B | $0 | – | -19 | -100.0% | 0.00% | – |
| TW | Exit | TRADEWEB MKTS INC CL A | $0 | – | -2 | -100.0% | 0.00% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -3 | -100.0% | 0.00% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -44 | -100.0% | 0.00% | – |
| A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -16 | -100.0% | 0.00% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -8 | -100.0% | 0.00% | – |
| GWW | Exit | GRAINGER W W INC | $0 | – | -4 | -100.0% | 0.00% | – |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -5 | -100.0% | 0.00% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -3 | -100.0% | 0.00% | – |
| CF | Exit | CF INDS HLDGS INC | $0 | – | -32 | -100.0% | 0.00% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -7 | -100.0% | 0.00% | – |
| STT | Exit | STATE STR CORP | $0 | – | -27 | -100.0% | 0.00% | – |
| MOS | Exit | MOSAIC CO | $0 | – | -70 | -100.0% | 0.00% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -7 | -100.0% | 0.00% | – |
| RL | Exit | RALPH LAUREN CORP CL A | $0 | – | -14 | -100.0% | 0.00% | – |
| WM | Exit | WASTE MGMT INC | $0 | – | -11 | -100.0% | 0.00% | – |
| EFX | Exit | EQUIFAX INC | $0 | – | -8 | -100.0% | 0.00% | – |
| AOS | Exit | SMITH A O CORP | $0 | – | -30 | -100.0% | 0.00% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -5 | -100.0% | 0.00% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -35 | -100.0% | 0.00% | – |
| PKI | Exit | PERKINELMER INC | $0 | – | -14 | -100.0% | 0.00% | – |
| WWE | Exit | WORLD WRESTLING ENTMT INC CL A | $0 | – | -4 | -100.0% | 0.00% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -5 | -100.0% | 0.00% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -25 | -100.0% | 0.00% | – |
| WRB | Exit | BERKLEY W R CORP | $0 | – | -19 | -100.0% | 0.00% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -97 | -100.0% | 0.00% | – |
| ZION | Exit | ZIONS BANCORPORATION N A | $0 | – | -30 | -100.0% | 0.00% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -7 | -100.0% | 0.00% | – |
| XYL | Exit | XYLEM INC | $0 | – | -15 | -100.0% | 0.00% | – |
| RCL | Exit | ROYAL CARIBBEAN CRUISES LTD | $0 | – | -15 | -100.0% | 0.00% | – |
| HRB | Exit | BLOCK H & R INC | $0 | – | -58 | -100.0% | 0.00% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -12 | -100.0% | 0.00% | – |
| FBHS | Exit | FORTUNE BRANDS HOME & SEC IN | $0 | – | -19 | -100.0% | 0.00% | – |
| J | Exit | JACOBS ENGR GROUP INC | $0 | – | -17 | -100.0% | 0.00% | – |
| DISCK | Exit | DISCOVERY INC SER C | $0 | – | -48 | -100.0% | 0.00% | – |
| AME | Exit | AMETEK INC | $0 | – | -14 | -100.0% | 0.00% | – |
| MSCI | Exit | MSCI INC | $0 | – | -4 | -100.0% | 0.00% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -15 | -100.0% | 0.00% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIO CL A | $0 | – | -20 | -100.0% | 0.00% | – |
| ANSS | Exit | ANSYS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| LIN | Exit | LINDE PLC SHS | $0 | – | -6 | -100.0% | 0.00% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -9 | -100.0% | 0.00% | – |
| DISCA | Exit | DISCOVERY INC SER A | $0 | – | -47 | -100.0% | 0.00% | – |
| CFG | Exit | CITIZENS FINANCIAL GROUP INC | $0 | – | -38 | -100.0% | 0.00% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -11 | -100.0% | 0.00% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -9 | -100.0% | 0.00% | – |
| SNA | Exit | SNAP ON INC | $0 | – | -8 | -100.0% | 0.00% | – |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -24 | -100.0% | 0.00% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -15 | -100.0% | 0.00% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -4 | -100.0% | 0.00% | – |
| LYV | Exit | LIVE NATION ENTERTAINMENT IN | $0 | – | -20 | -100.0% | 0.00% | – |
| NRG | Exit | NRG ENERGY INC | $0 | – | -36 | -100.0% | 0.00% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -8 | -100.0% | 0.00% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -8 | -100.0% | 0.00% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -9 | -100.0% | 0.00% | – |
| FISV | Exit | FISERV INC | $0 | – | -11 | -100.0% | 0.00% | – |
| SYF | Exit | SYNCHRONY FINL | $0 | – | -67 | -100.0% | 0.00% | – |
| ORLY | Exit | O REILLY AUTOMOTIVE INC | $0 | – | -3 | -100.0% | 0.00% | – |
| VFC | Exit | V F CORP | $0 | – | -26 | -100.0% | 0.00% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -13 | -100.0% | 0.00% | – |
| KSS | Exit | KOHLS CORP | $0 | – | -31 | -100.0% | 0.00% | – |
| CCL | Exit | CARNIVAL CORP UNIT 99/99/9999 | $0 | – | -36 | -100.0% | 0.00% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -30 | -100.0% | 0.00% | – |
| XEC | Exit | CIMAREX ENERGY CO | $0 | – | -65 | -100.0% | 0.00% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -6 | -100.0% | 0.00% | – |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -12 | -100.0% | 0.00% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -11 | -100.0% | 0.00% | – |
| NLSN | Exit | NIELSEN HLDGS PLC SHS EUR | $0 | – | -66 | -100.0% | 0.00% | – |
| SNPS | Exit | SYNOPSYS INC | $0 | – | -9 | -100.0% | 0.00% | – |
| MNST | Exit | MONSTER BEVERAGE CORP | $0 | – | -19 | -100.0% | 0.00% | – |
| VRSN | Exit | VERISIGN INC | $0 | – | -6 | -100.0% | 0.00% | – |
| AJG | Exit | GALLAGHER ARTHUR J & CO | $0 | – | -13 | -100.0% | 0.00% | – |
| RF | Exit | REGIONS FINANCIAL CORP | $0 | – | -88 | -100.0% | 0.00% | – |
| CME | Exit | CME GROUP INC | $0 | – | -6 | -100.0% | 0.00% | – |
| HP | Exit | HELMERICH & PAYNE INC | $0 | – | -32 | -100.0% | 0.00% | – |
| MLM | Exit | MARTIN MARIETTA MATLS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| MAR | Exit | MARRIOTT INTL INC CL A | $0 | – | -10 | -100.0% | 0.00% | – |
| NCLH | Exit | NORWEGIAN CRUISE LINE HLDG L SHS | $0 | – | -32 | -100.0% | 0.00% | – |
| APTV | Exit | APTIV PLC SHS | $0 | – | -15 | -100.0% | 0.00% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -9 | -100.0% | 0.00% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -10 | -100.0% | 0.00% | – |
| FLIR | Exit | FLIR SYS INC | $0 | – | -28 | -100.0% | 0.00% | – |
| NBL | Exit | NOBLE ENERGY INC | $0 | – | -195 | -100.0% | 0.00% | – |
| DOW | Exit | DOW INC | $0 | – | -30 | -100.0% | 0.00% | – |
| PBCT | Exit | PEOPLES UTD FINL INC | $0 | – | -86 | -100.0% | 0.00% | – |
| APA | Exit | APACHE CORP | $0 | – | -65 | -100.0% | 0.00% | – |
| PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -4 | -100.0% | 0.00% | – |
| SEE | Exit | SEALED AIR CORP | $0 | – | -39 | -100.0% | 0.00% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -71 | -100.0% | 0.00% | – |
| CXO | Exit | CONCHO RES INC | $0 | – | -18 | -100.0% | 0.00% | – |
| NDAQ | Exit | NASDAQ INC | $0 | – | -12 | -100.0% | 0.00% | – |
| BKR | Exit | BAKER HUGHES COMPANY CL A | $0 | – | -74 | -100.0% | 0.00% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -4 | -100.0% | 0.00% | – |
| ZTS | Exit | ZOETIS INC CL A | $0 | – | -10 | -100.0% | 0.00% | – |
| PNR | Exit | PENTAIR PLC SHS | $0 | – | -30 | -100.0% | 0.00% | – |
| RHI | Exit | ROBERT HALF INTL INC | $0 | – | -24 | -100.0% | 0.00% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -21 | -100.0% | 0.00% | – |
| FTI | Exit | TECHNIPFMC PLC | $0 | – | -81 | -100.0% | 0.00% | – |
| GLW | Exit | CORNING INC | $0 | – | -50 | -100.0% | 0.00% | – |
| ALLE | Exit | ALLEGION PLC ORD SHS | $0 | – | -10 | -100.0% | 0.00% | – |
| WYNN | Exit | WYNN RESORTS LTD | $0 | – | -11 | -100.0% | 0.00% | – |
| INFO | Exit | IHS MARKIT LTD SHS | $0 | – | -17 | -100.0% | 0.00% | – |
| PWR | Exit | QUANTA SVCS INC | $0 | – | -31 | -100.0% | 0.00% | – |
| PH | Exit | PARKER HANNIFIN CORP | $0 | – | -6 | -100.0% | 0.00% | – |
| GPC | Exit | GENUINE PARTS CO | $0 | – | -14 | -100.0% | 0.00% | – |
| HOG | Exit | HARLEY DAVIDSON INC | $0 | – | -117 | -100.0% | -0.00% | – |
| KMX | Exit | CARMAX INC | $0 | – | -39 | -100.0% | -0.00% | – |
| BEN | Exit | FRANKLIN RESOURCES INC | $0 | – | -235 | -100.0% | -0.00% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -34 | -100.0% | -0.00% | – |
| TSN | Exit | TYSON FOODS INC CL A | $0 | – | -26 | -100.0% | -0.00% | – |
| MAA | Exit | MID AMER APT CMNTYS INC | $0 | – | -38 | -100.0% | -0.00% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -75 | -100.0% | -0.00% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -64 | -100.0% | -0.00% | – |
| F | Exit | FORD MTR CO | $0 | – | -826 | -100.0% | -0.00% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -103 | -100.0% | -0.00% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -9 | -100.0% | -0.00% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -15 | -100.0% | -0.00% | – |
| TIF | Exit | TIFFANY & CO | $0 | – | -25 | -100.0% | -0.00% | – |
| COTY | Exit | COTY INC CL A | $0 | – | -341 | -100.0% | -0.00% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -65 | -100.0% | -0.00% | – |
| UNM | Exit | UNUM GROUP | $0 | – | -123 | -100.0% | -0.00% | – |
| AZO | Exit | AUTOZONE INC | $0 | – | -3 | -100.0% | -0.00% | – |
| LEN | Exit | LENNAR CORP CL A | $0 | – | -52 | -100.0% | -0.00% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -3 | -100.0% | -0.00% | – |
| NI | Exit | NISOURCE INC | $0 | – | -122 | -100.0% | -0.00% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -95 | -100.0% | -0.00% | – |
| DVN | Exit | DEVON ENERGY CORP | $0 | – | -226 | -100.0% | -0.00% | – |
| KIM | Exit | KIMCO RLTY CORP | $0 | – | -386 | -100.0% | -0.00% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -13 | -100.0% | -0.00% | – |
| JWN | Exit | NORDSTROM INC | $0 | – | -142 | -100.0% | -0.00% | – |
| LB | Exit | L BRANDS INC | $0 | – | -232 | -100.0% | -0.00% | – |
| BP | Exit | BP PLC ADR | $0 | – | -217 | -100.0% | -0.00% | – |
| PNW | Exit | PINNACLE WEST CAP CORP | $0 | – | -60 | -100.0% | -0.00% | – |
| HST | Exit | HOST HOTELS & RESORTS INC | $0 | – | -483 | -100.0% | -0.00% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -28 | -100.0% | -0.00% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -71 | -100.0% | -0.00% | – |
| AVB | Exit | AVALONBAY CMNTYS INC | $0 | – | -43 | -100.0% | -0.00% | – |
| YETI | Exit | YETI HLDGS INC | $0 | – | -316 | -100.0% | -0.00% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -432 | -100.0% | -0.00% | – |
| COO | Exit | COOPER COS INC | $0 | – | -23 | -100.0% | -0.00% | – |
| DUK | Exit | DUKE ENERGY CORP | $0 | – | -63 | -100.0% | -0.00% | – |
| UDR | Exit | UDR INC | $0 | – | -125 | -100.0% | -0.00% | – |
| COLM | Exit | COLUMBIA SPORTSWEAR CO | $0 | – | -80 | -100.0% | -0.00% | – |
| PRGO | Exit | PERRIGO CO PLC SHS | $0 | – | -102 | -100.0% | -0.00% | – |
| ETR | Exit | ENTERGY CORP | $0 | – | -70 | -100.0% | -0.00% | – |
| CMS | Exit | CMS ENERGY CORP | $0 | – | -126 | -100.0% | -0.00% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -95 | -100.0% | -0.00% | – |
| KLAC | Exit | KLA CORPORATION | $0 | – | -54 | -100.0% | -0.00% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -28 | -100.0% | -0.00% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -90 | -100.0% | -0.00% | – |
| MGM | Exit | MGM RESORTS INTERNATIONAL | $0 | – | -672 | -100.0% | -0.00% | – |
| AGN | Exit | ALLERGAN PLC SHS | $0 | – | -49 | -100.0% | -0.00% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -89 | -100.0% | -0.00% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -196 | -100.0% | -0.00% | – |
| CUZ | Exit | COUSINS PPTYS INC | $0 | – | -239 | -100.0% | -0.00% | – |
| SCJ | Exit | ISHARES INC MSCI JAPN SMCETFuie | $0 | – | -200 | -100.0% | -0.00% | – |
| SPEM | Exit | SPDR INDEX SHS FDS PORTFOLIO EMG MKuie | $0 | – | -556 | -100.0% | -0.01% | – |
| EMB | Exit | ISHARES TR JPMORGAN USD EMGuie | $0 | – | -209 | -100.0% | -0.01% | – |
| USB | Exit | US BANCORP | $0 | – | -517 | -100.0% | -0.01% | – |
| IEUS | Exit | ISHARES TR DEVSMCP EXNA ETFuie | $0 | – | -587 | -100.0% | -0.01% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -165 | -100.0% | -0.01% | – |
| FEZ | Exit | SPDR INDEX SHS FDS EURO STOXX 50uie | $0 | – | -1,150 | -100.0% | -0.01% | – |
| AGGY | Exit | WISDOMTREE TR YIELD ENHANCD USuie | $0 | – | -782 | -100.0% | -0.02% | – |
| EWJ | Exit | ISHARES INC MSCI JPN ETFuie | $0 | – | -885 | -100.0% | -0.02% | – |
| HEDJ | Exit | WISDOMTREE TR EUROPE HEDGED EQuie | $0 | – | -979 | -100.0% | -0.02% | – |
| KWEB | Exit | KRANESHARES TR CSI CHI INTERNETuie | $0 | – | -1,164 | -100.0% | -0.02% | – |
| TOTL | Exit | SSGA ACTIVE ETF TR SPDR TR TACTICuie | $0 | – | -1,218 | -100.0% | -0.02% | – |
| IWR | Exit | ISHARES TR RUS MID CAP ETFuie | $0 | – | -1,435 | -100.0% | -0.02% | – |
| EMLC | Exit | VANECK VECTORS ETF TR JP MORGAN MKTSuie | $0 | – | -2,215 | -100.0% | -0.02% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDS INTL DVD ETFuie | $0 | – | -1,113 | -100.0% | -0.02% | – |
| MINT | Exit | PIMCO ETF TR ENHAN SHRT MA ACuie | $0 | – | -738 | -100.0% | -0.03% | – |
| SPOT | Exit | SPOTIFY TECHNOLOGY S A SHS | $0 | – | -1,070 | -100.0% | -0.05% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -12,271 | -100.0% | -0.16% | – |
| SCHA | Exit | SCHWAB STRATEGIC TR US SML CAP ETFuie | $0 | – | -8,852 | -100.0% | -0.16% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGTuie | $0 | – | -7,726 | -100.0% | -0.24% | – |
| DLS | Exit | WISDOMTREE TR INTL SMCAP DIVuie | $0 | – | -15,380 | -100.0% | -0.27% | – |
| IYR | Exit | ISHARES TR U.S. REAL ES ETFuie | $0 | – | -27,816 | -100.0% | -0.70% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR TR UNIT | 12 | Q3 2020 | 15.5% |
| ISHARES TR EAFE SML CP ETF | 12 | Q3 2020 | 17.6% |
| ISHARES TR CORE S&P SCP ETF | 12 | Q3 2020 | 11.3% |
| ISHARES TR MSCI EAFE ETF | 12 | Q3 2020 | 6.1% |
| ISHARES TR MSCI EMG MKT ETF | 12 | Q3 2020 | 6.5% |
| ISHARES TR CORE S&P500 ETF | 12 | Q3 2020 | 7.2% |
| VANGUARD INDEX FDS REIT ETF | 12 | Q3 2020 | 7.4% |
| VANGUARD TAX MNGD INTL FD FTSE DEV MKT ETF | 12 | Q3 2020 | 6.6% |
| ISHARES TR CORE S&P MCP ETF | 12 | Q3 2020 | 2.7% |
| VANGUARD INTL EQUITY INDEX FTSE EMR MKT ETF | 12 | Q3 2020 | 3.4% |
View Price Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-10-22 |
| 13F-HR | 2020-07-21 |
| 13F-HR | 2020-04-16 |
| 13F-HR | 2020-01-16 |
| 13F-HR | 2019-10-25 |
| 13F-HR | 2019-08-08 |
| 13F-HR | 2019-04-24 |
| 13F-HR | 2019-01-30 |
| 13F-HR | 2018-11-02 |
| 13F-HR | 2018-08-08 |
View Price Wealth, 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.