| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF | 20 | Q3 2023 | 9.6% |
| VANGUARD GROWTH INDEX FUND | 20 | Q3 2023 | 10.1% |
| VANGUARD VALUE INDEX FUND | 20 | Q3 2023 | 8.0% |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 20 | Q3 2023 | 7.6% |
| ISHARES CORE S&P 500 ETF | 20 | Q3 2023 | 12.6% |
| VANGUARD SHORT-TERM BOND INDEX FUND | 20 | Q3 2023 | 6.8% |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | 20 | Q3 2023 | 4.0% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 20 | Q3 2023 | 3.6% |
| VANGUARD LONG-TERM BOND INDEX FUND | 20 | Q3 2023 | 3.9% |
| VANGUARD FTSE EMERGING MARKETS ETF | 20 | Q3 2023 | 3.4% |
View Bay Harbor Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-10 |
View Bay Harbor Wealth Management, 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.