| 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 | 1 | Q4 2017 | 13.3% |
| VANGUARD SPECIALIZED FUNDS | 1 | Q4 2017 | 9.2% |
| SCHWAB STRATEGIC TR | 1 | Q4 2017 | 7.3% |
| ISHARES TR | 1 | Q4 2017 | 5.8% |
| ISHARES TR | 1 | Q4 2017 | 5.7% |
| SCHWAB STRATEGIC TR | 1 | Q4 2017 | 5.4% |
| VANGUARD INDEX FDS | 1 | Q4 2017 | 5.0% |
| WISDOMTREE TR | 1 | Q4 2017 | 4.7% |
| SCHWAB STRATEGIC TR | 1 | Q4 2017 | 4.4% |
| SCHWAB STRATEGIC TR | 1 | Q4 2017 | 4.3% |
View GFS Private Wealth, LLC's complete holdings 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.