$46.4 Million is the total value of Francis Financial, Inc.'s 20 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 40.2% |
| META PLATFORMS INC | 8 | Q3 2023 | 39.6% |
| VANGUARD WHITEHALL FDS INC | 8 | Q3 2023 | 14.2% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 18.5% |
| APPLE INC | 8 | Q3 2023 | 1.7% |
| ISHARES TR | 8 | Q3 2023 | 2.4% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 2.0% |
| CORNING INC | 8 | Q3 2023 | 1.4% |
| ISHARES TR | 8 | Q3 2023 | 1.2% |
| ISHARES TR | 8 | Q3 2023 | 0.9% |
View Francis Financial, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-09-08 |
| 13F-HR | 2018-05-08 |
| 13F-HR | 2018-01-29 |
View Francis Financial, 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.