| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US LARGE CAP ETF IV | 19 | Q2 2024 | 10.0% |
| APPLE INC | 19 | Q2 2024 | 6.9% |
| MICROSOFT CORP | 19 | Q2 2024 | 4.0% |
| BERKSHIRE HATHAWAY INC DEL | 19 | Q2 2024 | 6.5% |
| AMAZON.COM INC | 19 | Q2 2024 | 4.0% |
| ALPHABET INC. CLASS C | 19 | Q2 2024 | 2.9% |
| JPMORGAN CHASE & CO. | 19 | Q2 2024 | 3.1% |
| FEDEX CORP | 19 | Q2 2024 | 3.3% |
| SCHWAB US DIVIDEND EQUITY ETF | 19 | Q2 2024 | 4.0% |
| UNITEDHEALTH GRP INC | 19 | Q2 2024 | 2.3% |
View Red Door Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-13 |
View Red Door 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.