| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 23 | Q2 2024 | 16.2% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 16.8% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q2 2024 | 19.8% |
| ISHARES TR | 23 | Q2 2024 | 15.5% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 8.1% |
| SPDR S&P 500 ETF TR | 23 | Q2 2024 | 6.9% |
| ISHARES TR | 23 | Q2 2024 | 4.8% |
| VANGUARD STAR FDS | 23 | Q2 2024 | 4.7% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 3.9% |
| ISHARES TR | 23 | Q2 2024 | 4.2% |
View Wealthspire Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-10 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
View Wealthspire Advisors, 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.