| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 18 | Q2 2024 | 6.5% |
| ISHARES CORE S&P 500 ETF | 18 | Q2 2024 | 6.7% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 18 | Q2 2024 | 7.0% |
| ISHARES RUSSELL 1000 GROWTH ETF | 18 | Q2 2024 | 4.8% |
| APPLE INC COM | 18 | Q2 2024 | 3.8% |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 18 | Q2 2024 | 4.5% |
| HEALTH CARE SELECT SECTOR SPDR FUND | 18 | Q2 2024 | 4.2% |
| NVIDIA CORPORATION COM | 18 | Q2 2024 | 3.8% |
| ISHARES S&P MIDCAP FUND | 18 | Q2 2024 | 2.9% |
| ISHARES S&P SMALL-CAP FUND | 18 | Q2 2024 | 2.7% |
View Graypoint LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-01 |
View Graypoint 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.