Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SCOTTSDALE FDS | 24 | Q3 2023 | 13.3% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 11.4% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 11.8% |
VANGUARD TAX-MANAGED INTL FD | 24 | Q3 2023 | 11.5% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 6.1% |
VANGUARD CHARLOTTE FDS | 24 | Q3 2023 | 7.2% |
ISHARES TR | 24 | Q3 2023 | 6.0% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 5.8% |
SSGA ACTIVE ETF TR | 24 | Q3 2023 | 12.0% |
SPDR SER TR | 24 | Q3 2023 | 6.5% |
View Towerpoint Wealth, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
First Trust Exchange-Traded Fund III | July 07, 2021 | 108,251 | 5.9% |
View Towerpoint Wealth, LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-20 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-04 |
View Towerpoint Wealth, 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.