| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| John Hancock Multifactor Mid Cap ETF | 5 | Q4 2020 | 19.6% |
| JP Morgan Diversified Return International Equity | 5 | Q4 2020 | 13.3% |
| iShares Gold Trust | 5 | Q4 2020 | 10.0% |
| First Bancorp | 5 | Q4 2020 | 3.2% |
| Apple Inc | 5 | Q4 2020 | 1.4% |
| Amazon.com Inc | 5 | Q4 2020 | 0.6% |
| Vanguard Mortgage Backed Sec Indx ETF | 4 | Q4 2020 | 6.7% |
| Vanguard Total International Bond Index ETF | 4 | Q4 2020 | 5.8% |
| Invesco BulletShares 2023 Corporate Bond | 4 | Q4 2020 | 5.4% |
| Invesco BulletShares 2024 Corporate Bond | 4 | Q4 2020 | 5.4% |
View DWM Financial Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-06 |
| 13F-HR | 2020-08-19 |
| 13F-HR | 2020-05-13 |
| 13F-HR | 2020-02-14 |
View DWM Financial Group, Inc.'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.