| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 7 | Q2 2024 | 27.5% |
| JOHNSON & JOHNSON COM | 6 | Q2 2024 | 83.3% |
| SPDR S&P 500 ETF TR | 6 | Q2 2024 | 7.1% |
| ISHARES TR | 6 | Q2 2024 | 3.6% |
| ISHARES TR | 6 | Q2 2024 | 4.0% |
| ISHARES TR RUSSELL 1000 INDEX ETF | 6 | Q2 2024 | 4.2% |
| AMAZON.COM INC | 6 | Q2 2024 | 3.7% |
| ISHARES TR | 6 | Q2 2024 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 6 | Q2 2024 | 2.3% |
| JPMORGAN CHASE & CO COM | 6 | Q2 2024 | 2.1% |
View Dynasty Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2019-02-12 |
| 13F-HR | 2018-11-09 |
| 13F-HR | 2018-08-16 |
| 13F-HR | 2018-04-20 |
| 13F-HR | 2018-02-15 |
View Dynasty Wealth Management, 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.