Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR SHORT-TERM US TREASURY ETF | 23 | Q2 2024 | 6.9% |
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | 23 | Q2 2024 | 7.7% |
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 23 | Q2 2024 | 8.6% |
APPLE INC COM USD0.00001 | 23 | Q2 2024 | 2.4% |
SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS | 23 | Q2 2024 | 3.9% |
ISHARES INC CORE MSCI EMERGING MKTS ETF | 23 | Q2 2024 | 5.5% |
VANGUARD WORLD FDS | 23 | Q2 2024 | 3.6% |
VANGUARD WORLD FDS COMM SRVC ETF | 23 | Q2 2024 | 2.7% |
VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF | 23 | Q2 2024 | 3.0% |
SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06/24/2002 | 23 | Q2 2024 | 4.8% |
View BRANDYWINE OAK PRIVATE WEALTH LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-16 |
13F-HR | 2024-07-30 |
13F-HR | 2024-05-07 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-14 |
13F-HR | 2022-07-22 |
View BRANDYWINE OAK PRIVATE WEALTH 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.