Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TAX MANAGED INTL FD | 13 | Q4 2017 | 19.5% |
ISHARES TR | 13 | Q4 2017 | 9.4% |
APPLE INC | 13 | Q4 2017 | 5.4% |
MCCORMICK & CO INC | 13 | Q4 2017 | 4.2% |
V F CORP | 13 | Q4 2017 | 4.1% |
MICROSOFT CORP | 13 | Q4 2017 | 4.6% |
PEPSICO INC | 13 | Q4 2017 | 3.5% |
GENERAL ELECTRIC CO | 13 | Q4 2017 | 3.1% |
EXXON MOBIL CORP | 13 | Q4 2017 | 3.3% |
UNITED THERAPEUTICS CORP DEL | 13 | Q4 2017 | 3.1% |
View Bridgewater Wealth & Financial Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2018-02-13 |
13F-HR | 2017-11-14 |
13F-HR | 2017-08-03 |
13F-HR | 2017-05-15 |
13F-HR | 2017-02-10 |
13F-HR | 2016-11-01 |
13F-HR | 2016-08-03 |
13F-HR | 2016-05-09 |
13F-HR | 2016-02-01 |
13F-HR | 2015-11-02 |
View Bridgewater Wealth & Financial Management, 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.