| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 39 | Q2 2024 | 5.9% |
| VANGUARD BD INDEX FDS | 39 | Q2 2024 | 8.4% |
| ISHARES TR | 39 | Q2 2024 | 7.4% |
| ISHARES TR | 39 | Q2 2024 | 6.7% |
| ISHARES TR | 39 | Q2 2024 | 6.6% |
| VANGUARD BD INDEX FDS | 39 | Q2 2024 | 5.3% |
| ISHARES TR | 39 | Q2 2024 | 5.9% |
| VANGUARD INDEX FDS | 39 | Q2 2024 | 3.5% |
| VANGUARD INTL EQUITY INDEX F | 39 | Q2 2024 | 2.4% |
| VANGUARD SCOTTSDALE FDS | 39 | Q2 2024 | 2.1% |
View KWMG, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-12 |
View KWMG, 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.