| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 35 | Q2 2024 | 21.4% |
| VANGUARD SCOTTSDALE FDS | 35 | Q2 2024 | 13.1% |
| VANGUARD WHITEHALL FDS INC | 35 | Q2 2024 | 8.6% |
| VANGUARD INTL EQUITY INDEX F | 35 | Q2 2024 | 7.1% |
| VANGUARD INTL EQUITY INDEX F | 35 | Q2 2024 | 5.0% |
| Vanguard Mid Cap ETF | 35 | Q2 2024 | 3.2% |
| Vanguard Short Term Cor | 35 | Q2 2024 | 3.0% |
| MICROSOFT CORP | 35 | Q2 2024 | 1.9% |
| Vanguard Value ETF | 35 | Q2 2024 | 4.2% |
| Vanguard Total Stock | 35 | Q2 2024 | 11.9% |
View Berkeley Capital Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-05 |
View Berkeley Capital Partners, 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.