| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 6.0% |
| APPLE INC | 20 | Q3 2023 | 6.7% |
| ISHARES TR | 20 | Q3 2023 | 5.8% |
| MICROSOFT CORP | 20 | Q3 2023 | 2.9% |
| VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 3.9% |
| ISHARES TR | 20 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.0% |
| ISHARES TR | 20 | Q3 2023 | 3.6% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 3.1% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 2.2% |
View Beacon Pointe Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-17 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Beacon Pointe 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.