Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TAX-MANAGED INTL FD | 23 | Q2 2024 | 5.6% |
VANGUARD INDEX FDS | 23 | Q2 2024 | 5.9% |
SPDR S&P 500 Trust | 23 | Q2 2024 | 7.7% |
Vanguard Value ETF | 23 | Q2 2024 | 5.1% |
SPDR S&P Developed World Ex-US | 23 | Q2 2024 | 5.7% |
Vanguard Total Int'l Bond ETF | 23 | Q2 2024 | 4.5% |
SSGA ACTIVE ETF TR | 23 | Q2 2024 | 9.9% |
SPDR SER TR | 23 | Q2 2024 | 6.6% |
Vanguard Short-Term Bond ETF | 23 | Q2 2024 | 3.0% |
Vanguard Tax-Exempt Bond Index | 23 | Q2 2024 | 4.0% |
View Aspire Private Capital, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-15 |
13F-HR | 2024-04-18 |
13F-HR | 2024-02-01 |
13F-HR | 2023-11-03 |
13F-HR | 2023-07-24 |
13F-HR/A | 2023-05-30 |
13F-HR/A | 2023-05-30 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-10 |
View Aspire Private 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.