Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2010 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TRUST | 33 | Q2 2024 | 14.2% |
VANGUARD SPECIALIZED PORTFOL | 33 | Q2 2024 | 7.4% |
MICROSOFT CORP COM | 33 | Q2 2024 | 8.9% |
VANGUARD TAX MANAGED INTL FD | 33 | Q2 2024 | 16.0% |
VANGUARD MID-CAP INDEX FUND | 33 | Q2 2024 | 7.0% |
VANGUARD INTL EQUITY INDEX F | 33 | Q2 2024 | 4.2% |
VANGUARD SMALL-CAP INDEX FUND | 33 | Q2 2024 | 4.5% |
COCA COLA COMPANY | 33 | Q2 2024 | 4.9% |
VANGUARD INTL EQUITY INDEX F | 33 | Q2 2024 | 6.9% |
APPLE INC COM | 33 | Q2 2024 | 3.4% |
View Nicholas Hoffman & Company, LLC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-27 |
13F-HR | 2024-08-02 |
13F-HR | 2024-04-22 |
13F-HR | 2024-02-01 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-04 |
13F-HR | 2022-08-09 |
View Nicholas Hoffman & Company, 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.