| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q4 2019 | 7.3% |
| ISHARES TR | 5 | Q4 2019 | 4.3% |
| ISHARES TR | 5 | Q4 2019 | 3.3% |
| VANGUARD TAX MANAGED INTL FD | 5 | Q4 2019 | 3.4% |
| VANGUARD INDEX FDS | 5 | Q4 2019 | 4.2% |
| APPLE INC | 5 | Q4 2019 | 2.9% |
| VANGUARD WHITEHALL FDS INC | 5 | Q4 2019 | 3.2% |
| ISHARES TR | 5 | Q4 2019 | 3.1% |
| ISHARES TR | 5 | Q4 2019 | 2.6% |
| INVESCO EXCHANGE TRADED FD T | 5 | Q4 2019 | 2.7% |
View Beacon Pointe Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2020-05-15 |
| 13F-HR | 2020-02-14 |
| 13F-HR | 2019-11-14 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-14 |
| 13F-HR | 2019-02-01 |
View Beacon Pointe Wealth 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.