| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES S&P 500 INDEX | 8 | Q4 2018 | 20.2% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 8 | Q4 2018 | 17.2% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 8 | Q4 2018 | 9.1% |
| ISHARES S&P MIDCAP FUND | 8 | Q4 2018 | 6.3% |
| SCHWAB U.S. BROAD MARKET ETF | 8 | Q4 2018 | 5.6% |
| VANGUARD FTSE EMERGING MARKETS ETF | 8 | Q4 2018 | 4.2% |
| ISHARES S&P SMALL-CAP FUND | 8 | Q4 2018 | 4.7% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 8 | Q4 2018 | 4.8% |
| SCHWAB US AGGREGATE BOND ETF | 8 | Q4 2018 | 3.2% |
| SCHWAB INTERNATIONAL EQUITY ETF | 8 | Q4 2018 | 2.6% |
View Watermark Asset Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-01-14 |
| 13F-HR | 2018-10-03 |
| 13F-HR | 2018-07-09 |
| 13F-HR | 2018-04-17 |
| 13F-HR | 2018-01-16 |
| 13F-HR | 2017-10-16 |
| 13F-HR | 2017-07-17 |
| 13F-HR | 2017-06-05 |
View Watermark Asset Management, 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.