Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FUNDS S&P 500 ETF USD | 23 | Q2 2024 | 11.3% |
VANGUARD TAX-MANAGED INTL FD | 23 | Q2 2024 | 7.9% |
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 23 | Q2 2024 | 8.2% |
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | 23 | Q2 2024 | 6.9% |
VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF | 23 | Q2 2024 | 3.7% |
APPLE INC COM USD0.00001 | 23 | Q2 2024 | 2.6% |
VANGUARD SCOTTSDALE FDS VANGUARD MTG-BACKED SECS IDX FD ETF | 23 | Q2 2024 | 2.2% |
MICROSOFT CORP | 23 | Q2 2024 | 1.9% |
VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF | 23 | Q2 2024 | 2.6% |
VANGUARD BD INDEX FDS | 23 | Q2 2024 | 2.5% |
View Strategic Investment Advisors / MI's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-23 |
N-PX | 2024-07-23 |
13F-HR | 2024-04-23 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-25 |
13F-HR | 2023-08-14 |
13F-HR | 2023-04-27 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-27 |
13F-HR | 2022-08-15 |
View Strategic Investment Advisors / MI'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.