Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SHRT TRM CP ETF | 39 | Q2 2024 | 10.4% |
VANGUARD TAX-MANAGED INTL FD | 39 | Q2 2024 | 7.1% |
VANGUARD INDEX FDS | 39 | Q2 2024 | 4.0% |
JPMORGAN CHASE & CO. | 39 | Q2 2024 | 2.8% |
VANGUARD INTL EQUITY INDEX F | 39 | Q2 2024 | 3.3% |
STARBUCKS CORP | 39 | Q2 2024 | 2.5% |
UNITEDHEALTH GROUP INC | 39 | Q2 2024 | 2.1% |
META PLATFORMS INC | 39 | Q2 2024 | 2.2% |
MCDONALDS CORP | 39 | Q2 2024 | 1.4% |
EXXON MOBIL CORP | 39 | Q2 2024 | 2.6% |
View Bray Capital Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-31 |
13F-HR | 2024-04-30 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-27 |
13F-HR | 2023-07-28 |
13F-HR | 2023-04-28 |
13F-HR | 2023-01-20 |
13F-HR | 2022-11-21 |
13F-HR | 2022-08-01 |
13F-HR | 2022-05-03 |
View Bray Capital Advisors'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.