Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 32 | Q2 2024 | 4.3% |
VANGUARD INDEX FDS | 32 | Q2 2024 | 2.7% |
VANGUARD TOTAL STOCK MARKET | 32 | Q2 2024 | 2.6% |
VANGUARD INTL EQUITY INDEX F | 32 | Q2 2024 | 3.9% |
APPLEINC | 32 | Q2 2024 | 1.2% |
HOME DEPOT INC | 32 | Q2 2024 | 1.1% |
MICROSOFTCORP | 32 | Q2 2024 | 1.1% |
BOEINGCOMPANY | 32 | Q2 2024 | 1.0% |
UNIONPACIFICCORP | 32 | Q2 2024 | 0.8% |
INTLBUSINESS | 32 | Q2 2024 | 1.0% |
View Connecticut Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-13 |
13F-HR | 2024-05-01 |
13F-HR | 2024-02-06 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-25 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-17 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-12 |
13F-HR | 2022-04-18 |
View Connecticut Wealth Management, 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.