Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 31 | Q2 2024 | 50.2% |
ISHARES TR | 31 | Q2 2024 | 19.1% |
VANGUARD TAX-MANAGED INTL FD | 31 | Q2 2024 | 16.3% |
VANGUARD INTL EQUITY INDEX F | 31 | Q2 2024 | 8.7% |
ISHARES TR | 31 | Q2 2024 | 11.2% |
VANGUARD INDEX FDS | 31 | Q2 2024 | 5.5% |
PROGRESSIVE CORP OHIO | 31 | Q2 2024 | 1.6% |
LOCKHEED MARTIN CORP | 31 | Q2 2024 | 0.7% |
GALLAGHER ARTHUR J & CO | 31 | Q2 2024 | 0.6% |
ANTERO RESOURCES CORP | 31 | Q2 2024 | 1.9% |
View JANICZEK WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-26 |
13F-HR | 2024-07-25 |
13F-HR | 2024-04-15 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-11 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-17 |
13F-HR | 2022-08-03 |
View JANICZEK WEALTH 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.