| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STK MKT | 23 | Q2 2024 | 24.4% |
| VANGUARD TOTAL INTL STOCK IDEX ETF | 23 | Q2 2024 | 14.3% |
| APPLE INC | 23 | Q2 2024 | 6.0% |
| SPDR S&P 500 ETF TRUST | 23 | Q2 2024 | 5.4% |
| ISHARES MSCI EAFE ETF | 23 | Q2 2024 | 5.2% |
| ISHARES RUSSELL 1000 GROWTH ETF | 23 | Q2 2024 | 4.7% |
| MICROSOFT | 23 | Q2 2024 | 2.6% |
| EATON VANCE FLTING RATE INC TR COM | 23 | Q2 2024 | 3.3% |
| AMAZON.COM INC | 23 | Q2 2024 | 1.5% |
| ISHARES RUSSELL 1000 VALUE ETF | 23 | Q2 2024 | 2.5% |
View Lindbrook Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-01 |
View Lindbrook Capital, 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.