Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 27 | Q2 2024 | 5.1% |
ISHARES TR | 27 | Q2 2024 | 6.3% |
MICROSOFT CORP | 27 | Q2 2024 | 3.2% |
SPDR S&P 500 ETF TR | 27 | Q2 2024 | 6.4% |
BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 2.9% |
VANGUARD SPECIALIZED FUNDS | 27 | Q2 2024 | 3.5% |
AMAZON COM INC | 27 | Q2 2024 | 1.8% |
VANGUARD INDEX FDS | 27 | Q2 2024 | 1.4% |
ISHARES TR | 27 | Q2 2024 | 2.4% |
VANGUARD WHITEHALL FDS INC | 27 | Q2 2024 | 1.9% |
View Mutual Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-30 |
N-PX | 2024-07-30 |
13F-HR | 2024-05-02 |
13F-HR | 2024-01-12 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-31 |
13F-HR | 2023-04-11 |
13F-HR | 2023-01-12 |
13F-HR | 2022-11-03 |
13F-HR | 2022-08-15 |
View Mutual Advisors, 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.