$1.13 Billion is the total value of FFT WEALTH MANAGEMENT LLC's 155 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 12.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Sell | VANGUARD INDEX FDS | $502,668,396 | -6.8% | 1,005,075 | -10.4% | 44.56% | -4.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $104,529,690 | +1.5% | 1,450,794 | +2.3% | 9.27% | +4.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $101,846,975 | +4.5% | 187,143 | +0.4% | 9.03% | +7.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $51,944,442 | +8.1% | 94,923 | +3.8% | 4.60% | +11.3% |
| TJX | Sell | TJX COS INC NEW | $28,550,995 | -20.5% | 259,319 | -26.8% | 2.53% | -18.2% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $23,275,264 | +6.2% | 75,405 | +3.2% | 2.06% | +9.3% |
| CPRT | Sell | COPART INC | $21,070,298 | -12.9% | 389,038 | -6.9% | 1.87% | -10.3% |
| USMV | ISHARES TRmsci usa min vol | $17,417,922 | +0.5% | 207,455 | 0.0% | 1.54% | +3.4% | |
| DGRO | Buy | ISHARES TRcore div grwth | $15,916,309 | -0.1% | 276,277 | +0.7% | 1.41% | +2.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $14,207,760 | -19.2% | 242,785 | -16.1% | 1.26% | -16.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $13,828,680 | -4.1% | 129,652 | -0.7% | 1.23% | -1.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $11,561,616 | -1.6% | 43,219 | -4.4% | 1.02% | +1.3% |
| Buy | 2023 ETF SERIES TRUST IIgmo us quality e | $11,443,139 | +142.5% | 368,896 | +132.2% | 1.01% | +149.8% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $9,871,095 | -2.0% | 135,891 | +0.1% | 0.88% | +0.9% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $8,268,715 | +0.9% | 194,147 | -2.7% | 0.73% | +3.8% |
| AGG | Buy | ISHARES TRcore us aggbd et | $8,033,505 | +1.7% | 82,760 | +2.6% | 0.71% | +4.7% |
| FB | Buy | META PLATFORMS INCcl a | $7,449,057 | +6.6% | 14,773 | +2.6% | 0.66% | +9.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $7,378,252 | +10.4% | 15,400 | +2.3% | 0.65% | +13.5% |
| IWR | ISHARES TRrus mid cap etf | $7,157,499 | -3.6% | 88,277 | 0.0% | 0.64% | -0.6% | |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $7,135,893 | -4.3% | 85,195 | -1.2% | 0.63% | -1.4% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $6,897,768 | +1.1% | 179,536 | +2.7% | 0.61% | +3.9% |
| TPX | Buy | TEMPUR SEALY INTL INC | $6,802,201 | -16.5% | 143,688 | +0.3% | 0.60% | -14.0% |
| ACGL | ARCH CAP GROUP LTDord | $6,255,180 | +9.1% | 62,000 | 0.0% | 0.56% | +12.6% | |
| ACWX | ISHARES TRmsci acwi ex us | $5,962,845 | -0.5% | 112,231 | 0.0% | 0.53% | +2.5% | |
| AMZN | Buy | AMAZON COM INC | $5,942,244 | +13.6% | 30,749 | +6.0% | 0.53% | +17.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $5,803,491 | -5.5% | 74,090 | -3.6% | 0.51% | -2.8% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $5,646,329 | -3.9% | 89,810 | -6.7% | 0.50% | -1.0% |
| SNPS | SYNOPSYS INC | $5,576,902 | +4.1% | 9,372 | 0.0% | 0.49% | +7.2% | |
| MSFT | Buy | MICROSOFT CORP | $4,837,262 | +8.0% | 10,823 | +1.7% | 0.43% | +11.4% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $4,673,794 | -2.7% | 94,573 | -1.2% | 0.41% | 0.0% |
| WMB | Buy | WILLIAMS COS INC | $4,396,770 | +10.3% | 103,453 | +1.1% | 0.39% | +13.7% |
| CCJ | CAMECO CORP | $4,370,534 | +13.6% | 88,832 | 0.0% | 0.39% | +16.9% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,273,776 | +21.7% | 23,300 | +1.0% | 0.38% | +25.5% |
| FISV | FISERV INC | $3,947,324 | -6.7% | 26,485 | 0.0% | 0.35% | -3.8% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $3,811,597 | -1.2% | 18,787 | +2.4% | 0.34% | +1.8% |
| BECN | BEACON ROOFING SUPPLY INC | $3,526,876 | -7.7% | 38,971 | 0.0% | 0.31% | -4.9% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,233,832 | +27.4% | 17,754 | +5.6% | 0.29% | +31.1% |
| NVDA | Buy | NVIDIA CORPORATION | $3,053,562 | +62.3% | 24,717 | +1087.7% | 0.27% | +67.3% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $2,503,836 | +1.5% | 49,967 | +2.5% | 0.22% | +4.7% |
| OKE | Buy | ONEOK INC NEW | $2,429,665 | +3.0% | 29,794 | +1.2% | 0.22% | +5.9% |
| AAPL | Buy | APPLE INC | $2,246,315 | +57.2% | 10,665 | +28.0% | 0.20% | +61.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,111,926 | -13.3% | 36,394 | +0.0% | 0.19% | -11.0% |
| XBI | Sell | SPDR SER TRs&p biotech | $1,935,707 | -8.9% | 20,879 | -6.7% | 0.17% | -6.0% |
| MUB | Buy | ISHARES TRnational mun etf | $1,918,916 | +259.5% | 18,010 | +263.1% | 0.17% | +269.6% |
| CBRE | CBRE GROUP INCcl a | $1,729,269 | -8.4% | 19,406 | 0.0% | 0.15% | -5.6% | |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $1,681,413 | +0.5% | 14,561 | +0.8% | 0.15% | +3.5% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,646,829 | +4.6% | 37,633 | -0.2% | 0.15% | +7.4% |
| OMF | ONEMAIN HLDGS INC | $1,640,029 | -5.1% | 33,822 | 0.0% | 0.14% | -2.7% | |
| NTR | Buy | NUTRIEN LTD | $1,487,586 | -5.5% | 29,220 | +0.8% | 0.13% | -2.9% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,326,231 | -64.7% | 8,268 | -64.1% | 0.12% | -63.5% |
| QRVO | QORVO INC | $1,324,713 | +1.1% | 11,416 | 0.0% | 0.12% | +3.5% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,142,434 | -10.1% | 2,590 | -1.9% | 0.10% | -7.3% |
| FOX | Buy | FOX CORP | $1,052,049 | +11.9% | 32,856 | +0.0% | 0.09% | +14.8% |
| CET | Buy | CENTRAL SECS CORP | $950,656 | +11.6% | 21,596 | +5.9% | 0.08% | +15.1% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $934,892 | -46.3% | 16,055 | -46.0% | 0.08% | -44.7% |
| BNDW | Buy | VANGUARD SCOTTSDALE FDStotal wld bd etf | $799,193 | -0.9% | 11,753 | +0.0% | 0.07% | +2.9% |
| INTU | Buy | INTUIT | $794,300 | +62.5% | 1,209 | +60.8% | 0.07% | +66.7% |
| NOW | Buy | SERVICENOW INC | $711,150 | +77.0% | 904 | +71.5% | 0.06% | +80.0% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $703,066 | -4.0% | 26,471 | -8.7% | 0.06% | -1.6% |
| BX | Buy | BLACKSTONE INC | $687,759 | -1.6% | 5,555 | +4.4% | 0.06% | +1.7% |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $657,764 | -21.3% | 1,214 | -10.9% | 0.06% | -19.4% |
| EMXC | ISHARES INCmsci emrg chn | $637,762 | +2.8% | 10,773 | 0.0% | 0.06% | +7.5% | |
| VMC | VULCAN MATLS CO | $621,700 | -8.9% | 2,500 | 0.0% | 0.06% | -6.8% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $586,465 | -22.1% | 1,152 | -24.3% | 0.05% | -20.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $574,658 | +10.7% | 10,735 | +6.7% | 0.05% | +13.3% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $576,380 | +33.1% | 9,200 | +6074.5% | 0.05% | +37.8% |
| PH | Buy | PARKER-HANNIFIN CORP | $553,945 | -7.9% | 1,095 | +1.2% | 0.05% | -5.8% |
| UBER | Buy | UBER TECHNOLOGIES INC | $550,360 | +146.3% | 7,572 | +160.9% | 0.05% | +157.9% |
| DHR | Buy | DANAHER CORPORATION | $553,259 | +52.3% | 2,214 | +52.3% | 0.05% | +58.1% |
| V | Buy | VISA INC | $551,949 | +49.3% | 2,103 | +58.8% | 0.05% | +53.1% |
| ADBE | Buy | ADOBE INC | $546,433 | +13.5% | 984 | +3.1% | 0.05% | +17.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $532,731 | +12.8% | 627 | -2.6% | 0.05% | +14.6% |
| IWF | ISHARES TRrus 1000 grw etf | $527,474 | +8.2% | 1,447 | 0.0% | 0.05% | +11.9% | |
| EEX | New | EMERALD HOLDING INC | $531,605 | – | 93,428 | +100.0% | 0.05% | – |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $524,188 | -34.5% | 9,039 | -34.4% | 0.05% | -33.3% |
| IVLU | Sell | ISHARES TRmsci intl vlu ft | $514,310 | -20.5% | 18,743 | -18.2% | 0.05% | -17.9% |
| AOR | ISHARES TRgrwt allocat etf | $503,895 | +1.2% | 8,947 | 0.0% | 0.04% | +4.7% | |
| AMP | Buy | AMERIPRISE FINL INC | $494,048 | -2.6% | 1,157 | +0.1% | 0.04% | 0.0% |
| GUNR | FLEXSHARES TRmornstar upstr | $487,139 | -2.3% | 12,136 | 0.0% | 0.04% | 0.0% | |
| IAU | Buy | ISHARES GOLD TRishares new | $459,991 | +31.2% | 10,471 | +25.5% | 0.04% | +36.7% |
| LEN | Buy | LENNAR CORPcl a | $452,086 | -12.6% | 3,017 | +0.4% | 0.04% | -11.1% |
| CG | Sell | CARLYLE GROUP INC | $448,275 | -17.7% | 11,165 | -3.9% | 0.04% | -14.9% |
| ECL | Buy | ECOLAB INC | $450,485 | +39.8% | 1,893 | +35.6% | 0.04% | +42.9% |
| ABBV | Buy | ABBVIE INC | $449,211 | -4.6% | 2,619 | +1.2% | 0.04% | -2.4% |
| QCOM | Buy | QUALCOMM INC | $437,598 | +19.6% | 2,197 | +1.6% | 0.04% | +21.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $431,234 | +4.1% | 1,153 | -4.2% | 0.04% | +5.6% |
| LRCX | Buy | LAM RESEARCH CORP | $420,616 | +20.3% | 395 | +9.7% | 0.04% | +23.3% |
| CRM | Sell | SALESFORCE INC | $417,710 | -24.8% | 1,625 | -11.8% | 0.04% | -22.9% |
| PANW | Sell | PALO ALTO NETWORKS INC | $422,294 | +15.7% | 1,246 | -3.0% | 0.04% | +19.4% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $390,410 | -57.4% | 4,219 | -61.1% | 0.04% | -55.7% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $397,739 | -0.5% | 2,452 | +10.7% | 0.04% | +2.9% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $381,941 | +23.8% | 4,767 | +13.0% | 0.03% | +25.9% |
| CTVA | Buy | CORTEVA INC | $387,936 | -5.8% | 7,192 | +0.7% | 0.03% | -2.9% |
| MCHP | MICROCHIP TECHNOLOGY INC. | $388,875 | +2.0% | 4,250 | 0.0% | 0.03% | +3.0% | |
| TXN | Buy | TEXAS INSTRS INC | $382,251 | +26.0% | 1,965 | +12.8% | 0.03% | +30.8% |
| AMGN | Buy | AMGEN INC | $370,256 | +10.0% | 1,185 | +0.1% | 0.03% | +13.8% |
| ANSS | Buy | ANSYS INC | $366,955 | +3.5% | 1,141 | +11.8% | 0.03% | +6.5% |
| OVID | Buy | OVID THERAPEUTICS INC | $376,563 | -70.2% | 489,552 | +18.2% | 0.03% | -69.7% |
| COF | Buy | CAPITAL ONE FINL CORP | $364,030 | -6.9% | 2,629 | +0.1% | 0.03% | -5.9% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $360,773 | -16.1% | 811 | -24.7% | 0.03% | -13.5% |
| Sell | LINDE PLC | $358,069 | -7.5% | 816 | -2.2% | 0.03% | -3.0% | |
| XYL | Buy | XYLEM INC | $361,175 | +5.0% | 2,663 | +0.1% | 0.03% | +6.7% |
| KO | Buy | COCA COLA CO | $364,059 | +4.3% | 5,720 | +0.2% | 0.03% | +6.7% |
| VGLT | Sell | VANGUARD SCOTTSDALE FDSlong term treas | $360,593 | -44.6% | 6,252 | -43.1% | 0.03% | -42.9% |
| Sell | APOLLO GLOBAL MGMT INC | $348,661 | -0.4% | 2,953 | -5.1% | 0.03% | +3.3% | |
| MRK | Sell | MERCK & CO INC | $354,967 | -13.3% | 2,867 | -7.6% | 0.03% | -11.4% |
| ITM | Buy | VANECK ETF TRUSTintrmdt muni etf | $345,937 | -0.8% | 7,547 | +0.7% | 0.03% | +3.3% |
| ACN | Sell | ACCENTURE PLC IRELAND | $337,224 | -46.5% | 1,111 | -38.9% | 0.03% | -44.4% |
| ADSK | Buy | AUTODESK INC | $334,122 | -4.4% | 1,350 | +0.6% | 0.03% | 0.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $323,374 | -5.2% | 1,961 | -6.7% | 0.03% | 0.0% |
| ABT | Buy | ABBOTT LABS | $310,691 | -5.2% | 2,990 | +3.7% | 0.03% | 0.0% |
| ORLY | OREILLY AUTOMOTIVE INC | $316,818 | -6.5% | 300 | 0.0% | 0.03% | -3.4% | |
| HON | Sell | HONEYWELL INTL INC | $319,691 | +0.4% | 1,497 | -3.5% | 0.03% | +3.7% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $303,448 | -20.1% | 6,075 | -5.2% | 0.03% | -18.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $304,159 | -11.2% | 2,081 | -3.9% | 0.03% | -6.9% |
| TDTT | FLEXSHARES TRiboxx 3r targt | $302,754 | -0.7% | 12,834 | 0.0% | 0.03% | +3.8% | |
| AIG | New | AMERICAN INTL GROUP INC | $297,744 | – | 4,011 | +100.0% | 0.03% | – |
| IWB | Buy | ISHARES TRrus 1000 etf | $290,097 | +3.5% | 975 | +0.2% | 0.03% | +8.3% |
| RPM | Buy | RPM INTL INC | $294,558 | -8.9% | 2,735 | +0.6% | 0.03% | -7.1% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $297,981 | +3.5% | 6,211 | +2.4% | 0.03% | +4.0% |
| ATO | Buy | ATMOS ENERGY CORP | $292,570 | -1.6% | 2,508 | +0.3% | 0.03% | 0.0% |
| ALC | Buy | ALCON AG | $298,329 | +7.3% | 3,349 | +0.3% | 0.03% | +8.3% |
| LOW | Buy | LOWES COS INC | $283,460 | -12.6% | 1,286 | +1.1% | 0.02% | -10.7% |
| USB | Sell | US BANCORP DEL | $283,101 | -12.1% | 7,131 | -1.0% | 0.02% | -10.7% |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $282,357 | – | 2,186 | +100.0% | 0.02% | – |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $281,519 | -3.0% | 4,222 | +0.1% | 0.02% | 0.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $285,589 | +2.8% | 984 | +0.1% | 0.02% | +4.2% |
| COG | Sell | COTERRA ENERGY INC | $277,555 | -4.4% | 10,407 | -0.0% | 0.02% | 0.0% |
| SONY | Buy | SONY GROUP CORPsponsored adr | $278,976 | -0.5% | 3,284 | +0.4% | 0.02% | +4.2% |
| ZTS | Sell | ZOETIS INCcl a | $274,836 | -2.3% | 1,585 | -4.6% | 0.02% | 0.0% |
| JPM | Sell | JPMORGAN CHASE & CO. | $268,197 | -10.1% | 1,326 | -11.0% | 0.02% | -7.7% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $254,177 | -5.7% | 1,635 | -2.0% | 0.02% | 0.0% |
| A | New | AGILENT TECHNOLOGIES INC | $260,686 | – | 2,011 | +100.0% | 0.02% | – |
| KKR | New | KKR & CO INC | $256,096 | – | 2,433 | +100.0% | 0.02% | – |
| MUFG | MITSUBISHI UFJ FINL GROUP INsponsored ads | $249,026 | +5.6% | 23,058 | 0.0% | 0.02% | +10.0% | |
| SHOP | SHOPIFY INCcl a | $244,385 | -14.4% | 3,700 | 0.0% | 0.02% | -12.0% | |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $245,679 | -9.1% | 633 | +0.6% | 0.02% | -4.3% |
| IWD | ISHARES TRrus 1000 val etf | $243,927 | -2.6% | 1,398 | 0.0% | 0.02% | 0.0% | |
| XEL | Sell | XCEL ENERGY INC | $235,725 | -3.6% | 4,414 | -3.0% | 0.02% | 0.0% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $236,105 | -5.2% | 918 | +0.2% | 0.02% | 0.0% |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $235,906 | – | 2,095 | +100.0% | 0.02% | – |
| ELS | Buy | EQUITY LIFESTYLE PPTYS INC | $240,818 | +1.3% | 3,698 | +0.2% | 0.02% | +5.0% |
| PGR | New | PROGRESSIVE CORP | $240,528 | – | 1,158 | +100.0% | 0.02% | – |
| LYV | Sell | LIVE NATION ENTERTAINMENT IN | $221,039 | -31.7% | 2,358 | -23.0% | 0.02% | -28.6% |
| NFRA | FLEXSHARES TRstoxx globr inf | $225,685 | -2.6% | 4,243 | 0.0% | 0.02% | 0.0% | |
| TSLA | Buy | TESLA INC | $231,133 | +15.4% | 1,168 | +2.5% | 0.02% | +17.6% |
| MPWR | New | MONOLITHIC PWR SYS INC | $202,133 | – | 246 | +100.0% | 0.02% | – |
| OSK | Buy | OSHKOSH CORP | $206,542 | -13.2% | 1,909 | +0.1% | 0.02% | -10.0% |
| ALKS | ALKERMES PLC | $204,850 | -11.0% | 8,500 | 0.0% | 0.02% | -10.0% | |
| XOM | Sell | EXXON MOBIL CORP | $201,926 | -1.7% | 1,754 | -0.7% | 0.02% | 0.0% |
| LLY | New | ELI LILLY & CO | $201,608 | – | 223 | +100.0% | 0.02% | – |
| MQ | MARQETA INC | $150,010 | -8.1% | 27,374 | 0.0% | 0.01% | -7.1% | |
| SAN | BANCO SANTANDER S.A.adr | $97,406 | -4.3% | 21,038 | 0.0% | 0.01% | 0.0% | |
| New | FREYR BATTERY INC | $64,600 | – | 38,000 | +100.0% | 0.01% | – | |
| LIVEONE INC | $58,880 | -19.5% | 37,503 | 0.0% | 0.01% | -16.7% | ||
| DASH | Exit | DOORDASH INC CL Acl a | $0 | – | -1,470 | -100.0% | -0.02% | – |
| SBUX | Exit | STARBUCKS CORP COM | $0 | – | -2,252 | -100.0% | -0.02% | – |
| MDT | Exit | MEDTRONIC PLC SHS | $0 | – | -2,351 | -100.0% | -0.02% | – |
| EFV | Exit | ISHARES MSCI EAFE VALUE ETFeafe value etf | $0 | – | -3,850 | -100.0% | -0.02% | – |
| CFR | Exit | CULLEN FROST BANKERS INC COM | $0 | – | -1,917 | -100.0% | -0.02% | – |
| CCI | Exit | CROWN CASTLE INC COM | $0 | – | -2,176 | -100.0% | -0.02% | – |
| NKE | Exit | NIKE INC CL Bcl b | $0 | – | -2,754 | -100.0% | -0.02% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $0 | – | -766 | -100.0% | -0.03% | – |
| IJS | Exit | ISHARES S&P SMALL-CAP 600 VALUE ETFsp smcp600vl etf | $0 | – | -9,416 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 35 | Q2 2024 | 30.7% |
| ISHARES TR | 35 | Q2 2024 | 19.5% |
| ISHARES TR | 35 | Q2 2024 | 20.2% |
| ISHARES TR | 35 | Q2 2024 | 9.7% |
| ISHARES TR | 35 | Q2 2024 | 7.1% |
| VANGUARD REAL ESTATE ETF | 35 | Q2 2024 | 7.8% |
| ISHARES INC | 35 | Q2 2024 | 6.0% |
| VANGUARD TAX-MANAGED INTL FD | 35 | Q2 2024 | 4.6% |
| ISHARES TR | 35 | Q2 2024 | 1.3% |
| ISHARES TR | 34 | Q2 2024 | 10.1% |
View FFT WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| N-PX | 2024-07-16 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-12 |
View FFT WEALTH 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.