| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 30 | Q3 2023 | 14.2% |
| MICROSOFT CORP COM | 30 | Q3 2023 | 8.9% |
| VANGUARD SPECIALIZED PORTFOL | 30 | Q3 2023 | 7.4% |
| VANGUARD MID-CAP INDEX FUND | 30 | Q3 2023 | 5.3% |
| VANGUARD INTL EQUITY INDEX F | 30 | Q3 2023 | 4.2% |
| COCA COLA COMPANY | 30 | Q3 2023 | 4.9% |
| VANGUARD TAX MANAGED INTL FD | 30 | Q3 2023 | 12.3% |
| VANGUARD SMALL-CAP INDEX FUND | 30 | Q3 2023 | 4.3% |
| APPLE INC COM | 30 | Q3 2023 | 3.4% |
| VANGUARD INTL EQUITY INDEX F | 30 | Q3 2023 | 5.2% |
View Nicholas Hoffman & Company, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-10 |
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.