Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
iShares MSCI Canada ETF | 31 | Q2 2024 | 2.4% |
BERKSHIRE HATHAWAY INC DEL | 31 | Q2 2024 | 2.5% |
SPDR S&P 500 ETF TR | 30 | Q2 2024 | 20.0% |
Vanguard Total Bond Market ETF | 30 | Q2 2024 | 13.8% |
VANGUARD INTL EQUITY INDEX F | 30 | Q2 2024 | 9.3% |
VANGUARD INTL EQUITY INDEX F | 30 | Q2 2024 | 9.4% |
Vanguard Pacific ETF | 30 | Q2 2024 | 8.3% |
Vanguard Short-Term Corp. Bond ETF | 30 | Q2 2024 | 9.1% |
ISHARES TR | 30 | Q2 2024 | 6.5% |
SPDR S&P MIDCAP 400 ETF TR | 30 | Q2 2024 | 8.5% |
View GenTrust, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-09 |
N-PX | 2024-07-26 |
13F-HR | 2024-04-19 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-21 |
13F-HR | 2023-05-02 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-22 |
View GenTrust, 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.