| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
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.