Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 20 | Q3 2023 | 23.4% |
ISHARES TR | 20 | Q3 2023 | 12.6% |
ISHARES TR | 20 | Q3 2023 | 9.3% |
ISHARES TR | 20 | Q3 2023 | 9.5% |
ISHARES TR | 20 | Q3 2023 | 7.4% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 6.3% |
VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 3.7% |
VANGUARD SCOTTSDALE FDS | 20 | Q3 2023 | 5.5% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 3.6% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 7.6% |
View MA Private Wealth's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR/A | 2024-02-13 |
13F-HR | 2024-01-25 |
13F-HR | 2023-10-27 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-07 |
13F-HR | 2022-10-25 |
13F-HR | 2022-07-14 |
13F-HR | 2022-05-04 |
View MA Private Wealth'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.