Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 20 | Q3 2021 | 11.3% |
VANGUARD INDEX FDS | 20 | Q3 2021 | 10.3% |
VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2021 | 8.8% |
ISHARES TR | 20 | Q3 2021 | 4.1% |
VANGUARD INDEX FDS | 20 | Q3 2021 | 3.5% |
VANGUARD INDEX FDS | 20 | Q3 2021 | 5.2% |
ISHARES TR | 20 | Q3 2021 | 4.6% |
VANGUARD INTL EQUITY INDEX F | 20 | Q3 2021 | 3.4% |
SPDR SER TR | 20 | Q3 2021 | 5.6% |
ISHARES TR | 20 | Q3 2021 | 4.1% |
View MANAGED ACCOUNT SERVICES INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-11-09 |
13F-HR | 2021-08-10 |
13F-HR | 2021-05-14 |
13F-HR | 2021-02-08 |
13F-HR | 2020-11-10 |
13F-HR | 2020-07-31 |
13F-HR | 2020-04-16 |
13F-HR | 2020-02-05 |
13F-HR | 2019-10-22 |
13F-HR | 2019-07-15 |
View MANAGED ACCOUNT SERVICES INC'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.