| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2010 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | 21 | Q2 2024 | 16.0% |
| MATSON INC | 21 | Q2 2024 | 5.4% |
| MICROSOFT CORP | 21 | Q2 2024 | 3.1% |
| APPLE INC | 21 | Q2 2024 | 2.9% |
| UNITEDHEALTH GROUP INC NOTE | 21 | Q2 2024 | 2.3% |
| ISHARES MSCI EAFE (MKT) | 21 | Q2 2024 | 4.0% |
| COMCAST CORP | 21 | Q2 2024 | 1.6% |
| ISHARES CORE TOTAL US BOND | 21 | Q2 2024 | 4.6% |
| JPMORGAN CHASE & CO | 21 | Q2 2024 | 1.5% |
| JOHNSON & JOHNSON | 21 | Q2 2024 | 1.4% |
View Arden Trust Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-09 |
| 13F-HR | 2024-04-03 |
| 13F-HR | 2024-01-04 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-17 |
| 13F-HR/A | 2023-01-26 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-20 |
View Arden 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.