Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TRUST | 15 | Q3 2023 | 6.5% |
VANGUARD TOTAL STOCK MARKET INDEX FUND | 15 | Q3 2023 | 7.0% |
ISHARES CORE S&P 500 ETF | 15 | Q3 2023 | 5.2% |
APPLE INC COM | 15 | Q3 2023 | 3.8% |
ISHARES RUSSELL 1000 GROWTH ETF | 15 | Q3 2023 | 4.0% |
HEALTH CARE SELECT SECTOR SPDR FUND | 15 | Q3 2023 | 4.2% |
TECHNOLOGY SELECT SECTOR SPDR FUND | 15 | Q3 2023 | 4.5% |
NVIDIA CORPORATION COM | 15 | Q3 2023 | 2.9% |
ISHARES S&P MIDCAP FUND | 15 | Q3 2023 | 2.9% |
ISHARES S&P SMALL-CAP FUND | 15 | Q3 2023 | 2.5% |
View Graypoint LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-19 |
13F-HR | 2022-01-31 |
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.