| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Wells Fargo Co | 4 | Q3 2018 | 37.8% |
| General Electric Co | 4 | Q3 2018 | 24.3% |
| Union Pacific Corp | 4 | Q3 2018 | 18.6% |
| Vanguard FTSE Developed Market | 4 | Q3 2018 | 6.1% |
| Vanguard FTSE Emerging Markets | 4 | Q3 2018 | 4.2% |
| iShares TR Core S&P Mcp ETF | 4 | Q3 2018 | 4.1% |
| iShares TR Core S&P Scp ETF | 4 | Q3 2018 | 1.9% |
| S&P 500 INDEX Ishares ETF | 4 | Q3 2018 | 1.4% |
| iShares TR Rus Mid Cap ETF | 4 | Q3 2018 | 0.5% |
| MSCI EAFE IShares ETF | 4 | Q3 2018 | 0.5% |
View CYNOSURE ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-06-21 |
| 13F-HR | 2018-06-20 |
View CYNOSURE ADVISORS, 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.