$1.01 Billion is the total value of Brightworth's 98 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RY | ROYAL BK CDA | $1,822,000 | +17.0% | 22,201 | 0.0% | 0.18% | +4.6% | |
| FB | FACEBOOK INCcl a | $569,000 | +4.2% | 2,084 | 0.0% | 0.06% | -8.2% | |
| ACWX | ISHARES TRmsci acwi ex us | $534,000 | +15.3% | 10,071 | 0.0% | 0.05% | +3.9% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $443,000 | +11.3% | 1,750 | 0.0% | 0.04% | 0.0% | |
| DENN | DENNYS CORP | $317,000 | +46.8% | 21,600 | 0.0% | 0.03% | +29.2% | |
| DHR | DANAHER CORPORATION | $294,000 | +3.2% | 1,323 | 0.0% | 0.03% | -9.4% | |
| CWI | SPDR INDEX SHS FDSmsci acwi exus | $280,000 | +14.8% | 10,134 | 0.0% | 0.03% | +3.7% | |
| MCD | MCDONALDS CORP | $283,000 | -2.4% | 1,321 | 0.0% | 0.03% | -12.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-03
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 28 | Q3 2022 | 69.0% |
| ISHARES TR | 28 | Q3 2022 | 34.8% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2022 | 2.5% |
| ISHARES TR | 28 | Q3 2022 | 10.9% |
| JOHNSON & JOHNSON | 28 | Q3 2022 | 2.1% |
| ISHARES TR | 28 | Q3 2022 | 2.3% |
| STRYKER CORPORATION | 26 | Q3 2022 | 1.9% |
| Alphabet Inc Class C | 26 | Q3 2022 | 0.2% |
| Vanguard Total Stock Market | 25 | Q3 2022 | 7.5% |
| Diageo Plc New Adr | 25 | Q3 2022 | 1.4% |
View Brightworth's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-10-27 |
| 13F-HR | 2021-07-29 |
| 13F-HR | 2021-04-19 |
| 13F-HR | 2021-02-03 |
| 13F-HR | 2020-11-02 |
| 13F-HR | 2020-07-22 |
View Brightworth'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.