| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FD | 23 | Q2 2024 | 18.0% |
| VANGUARD WORLD FD | 23 | Q2 2024 | 11.3% |
| SCHWAB US LARGE CAP ETF | 23 | Q2 2024 | 8.6% |
| VANGUARD SHORT TERM COR | 23 | Q2 2024 | 13.9% |
| VANGUARD WORLD FD | 23 | Q2 2024 | 8.6% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 6.0% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 8.5% |
| SCHWAB US SMALL CAP ETF | 23 | Q2 2024 | 7.3% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 4.9% |
| VANGUARD SMALL CAP ETF | 23 | Q2 2024 | 3.5% |
View Black Diamond Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| N-PX | 2024-07-03 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-27 |
View Black Diamond Financial, 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.