Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WHITEHALL FDS INC | 23 | Q2 2024 | 11.8% |
SPDR S&P 500 ETF TRUST | 23 | Q2 2024 | 10.5% |
VANGUARD WHITEHALL FDS INC | 23 | Q2 2024 | 6.7% |
VANGUARD S&P 500 ETF | 23 | Q2 2024 | 7.0% |
ISHARES INC | 23 | Q2 2024 | 6.2% |
ISHARES TR | 23 | Q2 2024 | 6.8% |
VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 3.3% |
VANGUARD TAX-MANAGED INTL FD | 23 | Q2 2024 | 4.3% |
MICROSOFT CORP COM | 23 | Q2 2024 | 2.0% |
ISHARES TR | 23 | Q2 2024 | 2.1% |
View Edge Capital Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-09-03 |
13F-HR | 2024-08-13 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-08 |
View Edge Capital Group, 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.