Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 11 | Q2 2024 | 40.2% |
META PLATFORMS INC | 11 | Q2 2024 | 39.6% |
VANGUARD WHITEHALL FDS INC | 11 | Q2 2024 | 14.2% |
VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 18.5% |
APPLE INC | 11 | Q2 2024 | 1.7% |
ISHARES TR | 11 | Q2 2024 | 2.4% |
VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 2.0% |
CORNING INC | 11 | Q2 2024 | 1.4% |
ISHARES TR | 11 | Q2 2024 | 1.2% |
ISHARES TR | 11 | Q2 2024 | 0.9% |
View Francis Financial, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-28 |
13F-HR | 2024-07-12 |
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 |
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.