| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS TOTAL STOCK MARKET | 12 | Q2 2024 | 33.6% |
| VANGUARD STAR FDS VG TL INTL STK | 12 | Q2 2024 | 17.6% |
| INVESCO QQQ TR UNIT | 12 | Q2 2024 | 6.8% |
| VANGUARD INDEX FDS SMALL CP | 12 | Q2 2024 | 7.0% |
| BERSHIRE HATHAWAY INC DEL | 12 | Q2 2024 | 3.9% |
| MICROSOFT CORP | 12 | Q2 2024 | 2.0% |
| APPLE INC | 12 | Q2 2024 | 1.8% |
| EATON VANCE TAX-MANAGED GLOB | 12 | Q2 2024 | 1.8% |
| BOEING CO | 12 | Q2 2024 | 1.4% |
| JOHNSON & JOHNSON | 12 | Q2 2024 | 1.6% |
View SAM Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-05 |
View SAM 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.