| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 23 | Q2 2024 | 23.4% |
| ISHARES TR | 23 | Q2 2024 | 12.6% |
| ISHARES TR | 23 | Q2 2024 | 9.3% |
| ISHARES TR | 23 | Q2 2024 | 9.5% |
| ISHARES TR | 23 | Q2 2024 | 7.4% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 6.3% |
| VANGUARD SCOTTSDALE FDS | 23 | Q2 2024 | 5.5% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q2 2024 | 3.7% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 3.6% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 7.6% |
View MA Private Wealth's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-05 |
| N-PX | 2024-08-05 |
| 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 |
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.