| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE U S AGGREGATE BD ETF | 22 | Q2 2024 | 17.0% |
| Ishares Tr S&P Midcap | 22 | Q2 2024 | 10.2% |
| MICROSOFT CORP COM | 22 | Q2 2024 | 5.6% |
| APPLE INC COM | 22 | Q2 2024 | 5.4% |
| Vanguard Real Estate ETF | 22 | Q2 2024 | 5.6% |
| AMAZON COM INC COM | 22 | Q2 2024 | 4.3% |
| SPDR Trust Unit Sr 1 | 22 | Q2 2024 | 2.9% |
| Alphabet Inc Class A | 22 | Q2 2024 | 2.7% |
| TJX COS INC NEW COM | 22 | Q2 2024 | 3.4% |
| Ishares Trust S&P Natl Amt Free Muni | 22 | Q2 2024 | 2.8% |
View Enterprise Bank & Trust Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-07-10 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-07-06 |
View Enterprise Bank & Trust Co'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.