| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard SC Growth ETF | 12 | Q3 2022 | 20.3% |
| Vanguard Growth ETF | 12 | Q3 2022 | 12.4% |
| Schwab EMG Mkt Equity ETF | 12 | Q3 2022 | 14.4% |
| iShares MSCI EAFE Small Cap Index | 12 | Q3 2022 | 10.2% |
| Vanguard Emerging Markets Stock ETF | 12 | Q3 2022 | 9.5% |
| Schwab US SC ETF | 12 | Q3 2022 | 7.1% |
| Vanguard Total Stock Market ETF | 12 | Q3 2022 | 8.2% |
| Vanguard Dividend Appreciation Index fund | 12 | Q3 2022 | 3.7% |
| iShares S&P 500 Index | 12 | Q3 2022 | 2.0% |
| Ishares Core MSCI Emerging Markets | 12 | Q3 2022 | 1.9% |
View Radnor Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-02 |
| 13F-HR | 2021-05-07 |
| 13F-HR | 2021-01-28 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-06 |
View Radnor Financial 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.