| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 30 | Q2 2024 | 19.5% |
| ISHARES TR | 30 | Q2 2024 | 10.2% |
| VANGUARD INTL EQUITY INDEX F | 30 | Q2 2024 | 12.1% |
| VANGUARD TAX-MANAGED INTL FD | 30 | Q2 2024 | 8.7% |
| APPLE INC | 30 | Q2 2024 | 4.2% |
| VANGUARD INDEX FDS | 30 | Q2 2024 | 5.9% |
| WISDOMTREE TR | 30 | Q2 2024 | 4.0% |
| ISHARES TR | 30 | Q2 2024 | 5.0% |
| NVIDIA CORPORATION | 30 | Q2 2024 | 1.7% |
| SPDR INDEX SHS FDS | 30 | Q2 2024 | 2.8% |
View RITHOLTZ WEALTH MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| N-PX | 2024-08-01 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-15 |
View RITHOLTZ WEALTH MANAGEMENT'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.