Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 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.