| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 13 | Q4 2019 | 26.2% |
| VANGUARD SCOTTSDALE FDS VANGUARD RUSS1000 VALUE IDX FD ETF | 13 | Q4 2019 | 13.7% |
| PIMCO ETF TRUST TOTAL RETURN ACTIVE EXCH-TRADED FUND | 13 | Q4 2019 | 17.4% |
| VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS | 13 | Q4 2019 | 7.1% |
| VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF | 13 | Q4 2019 | 2.1% |
| JOHNSON &JOHNSON | 13 | Q4 2019 | 0.8% |
| BANK OF AMERICA CORP | 13 | Q4 2019 | 1.0% |
| JPMORGAN CHASE &CO | 13 | Q4 2019 | 0.9% |
| APPLE INC | 13 | Q4 2019 | 1.0% |
| AT&T INC COM USD1 | 13 | Q4 2019 | 0.7% |
View PHH Investments, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-02-13 |
| 13F-HR | 2019-11-12 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-08 |
| 13F-HR | 2019-02-12 |
| 13F-HR | 2018-11-13 |
| 13F-HR | 2018-08-07 |
| 13F-HR | 2018-05-10 |
| 13F-HR | 2018-02-22 |
| 13F-HR | 2017-11-15 |
View PHH Investments, Ltd.'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.