Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 37 | Q2 2024 | 12.5% |
VANGUARD INDEX FDS | 37 | Q2 2024 | 12.7% |
VANGUARD BD INDEX FDS | 37 | Q2 2024 | 8.4% |
VANGUARD INDEX FDS | 37 | Q2 2024 | 7.6% |
VANGUARD INDEX FDS | 37 | Q2 2024 | 6.2% |
SPDR SER TR | 37 | Q2 2024 | 7.9% |
APPLE INC | 37 | Q2 2024 | 4.3% |
MICROSOFT CORP | 37 | Q2 2024 | 4.7% |
VANGUARD INTL EQUITY INDEX F | 37 | Q2 2024 | 5.8% |
ISHARES TR | 37 | Q2 2024 | 4.3% |
View MISSION WEALTH MANAGEMENT, LP's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-06 |
13F-HR | 2024-08-05 |
13F-HR | 2024-04-30 |
13F-HR | 2024-02-05 |
13F-HR | 2023-10-24 |
13F-HR | 2023-08-04 |
13F-HR | 2023-04-07 |
13F-HR | 2023-02-02 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-27 |
View MISSION WEALTH MANAGEMENT, LP'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.