Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TAX MANAGED INTL FD | 13 | Q3 2019 | 11.2% |
VANGUARD INTL EQUITY INDEX F | 13 | Q3 2019 | 10.7% |
ZIMMER BIOMET | 13 | Q3 2019 | 8.0% |
VANGUARD EMERGING | 13 | Q3 2019 | 6.1% |
VANGUARD INDEX FDS | 13 | Q3 2019 | 6.6% |
SCHWAB US | 13 | Q3 2019 | 6.5% |
ISHARES TR | 13 | Q3 2019 | 4.8% |
VANGUARD S&P | 13 | Q3 2019 | 5.9% |
VANGUARD SMALL | 13 | Q3 2019 | 5.7% |
VANGUARD MID | 13 | Q3 2019 | 5.6% |
View Guidant Wealth Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-10-16 |
13F-HR | 2019-07-18 |
13F-HR | 2019-04-18 |
13F-HR | 2019-01-18 |
13F-HR | 2018-10-09 |
13F-HR/A | 2018-07-12 |
13F-HR | 2018-07-11 |
13F-HR/A | 2018-04-18 |
13F-HR | 2018-04-18 |
13F-HR | 2018-01-18 |
View Guidant Wealth Advisors'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.