Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Exxon Mobil Corporation Com | 39 | Q2 2024 | 4.5% |
SSGA ACTIVE ETF TR | 37 | Q2 2024 | 19.5% |
PROCTER & GAMBLE CO | 35 | Q2 2024 | 0.2% |
ISHARES TR | 34 | Q2 2024 | 29.5% |
VANGUARD INTL EQUITY INDEX F | 34 | Q2 2024 | 17.7% |
VANGUARD TAX-MANAGED INTL FD | 34 | Q2 2024 | 15.1% |
VANGUARD SPECIALIZED PORTFOL | 34 | Q2 2024 | 3.0% |
VANGUARD INDEX FDS | 34 | Q2 2024 | 5.7% |
WISDOMTREE TR | 34 | Q2 2024 | 3.1% |
ISHARES INC | 34 | Q2 2024 | 0.7% |
View McNamara Financial Services, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-05 |
13F-HR | 2024-08-02 |
13F-HR | 2024-04-15 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-10 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-28 |
13F-HR | 2022-07-13 |
View McNamara Financial Services, Inc.'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.