$838 Million is the total value of Graypoint LLC's 333 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 29.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $33,672,543 | +27.8% | 247,866 | +13.9% | 4.02% | +18.5% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $28,517,186 | +4.4% | 133,109 | +2.5% | 3.40% | -3.2% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $24,046,533 | +6.7% | 193,238 | +1.8% | 2.87% | -1.0% |
| IJH | Buy | ISHARES CORE S&P MID-CAP ETFetf | $22,851,555 | +15.0% | 94,471 | +4.2% | 2.73% | +6.7% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $17,857,210 | +17.0% | 117,753 | +4.9% | 2.13% | +8.6% |
| JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $15,710,896 | +132.4% | 288,326 | +118.5% | 1.87% | +115.7% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $14,322,986 | +31.1% | 418,801 | +16.4% | 1.71% | +21.6% |
| MSFT | Buy | MICROSOFT CORP COMstock | $14,295,062 | +4.1% | 59,607 | +1.1% | 1.71% | -3.3% |
| XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $14,173,676 | -7.6% | 109,737 | +1.9% | 1.69% | -14.3% |
| XLP | Buy | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $11,498,516 | +48.3% | 154,239 | +32.7% | 1.37% | +37.6% |
| HDV | Buy | ISHARES CORE HIGH DIVIDEND ETFetf | $10,771,535 | +20.2% | 103,334 | +5.3% | 1.28% | +11.4% |
| XLU | Buy | UTILITIES SELECT SECTOR SPDR FUNDetf | $10,488,390 | +18.4% | 148,771 | +10.0% | 1.25% | +9.8% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $9,822,859 | +32.7% | 112,300 | +9.2% | 1.17% | +23.1% |
| XLC | Buy | COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDetf | $9,201,917 | +0.9% | 191,747 | +0.7% | 1.10% | -6.4% |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $8,847,374 | +26.0% | 90,086 | +6.3% | 1.06% | +16.9% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $7,764,971 | +15.7% | 53,526 | +2.5% | 0.93% | +7.3% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $6,956,460 | +26.7% | 38,757 | +1.5% | 0.83% | +17.6% |
| FEZ | Buy | SPDR EURO STOXX 50 ETFetf | $4,705,881 | +55.5% | 121,599 | +23.6% | 0.56% | +44.2% |
| ORCC | Buy | OWL ROCK CAPITAL CORPORATION COMcef | $4,263,532 | +36.6% | 369,137 | +22.6% | 0.51% | +26.6% |
| HD | Buy | HOME DEPOT INC COMstock | $4,239,768 | +14.7% | 13,423 | +0.2% | 0.51% | +6.5% |
| CSCO | Buy | CISCO SYS INC COMstock | $3,860,954 | +19.9% | 81,044 | +0.7% | 0.46% | +11.4% |
| AVGO | Buy | BROADCOM INC COMstock | $3,852,788 | +26.9% | 6,891 | +0.8% | 0.46% | +17.9% |
| SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $3,768,669 | +60.3% | 74,377 | +58.5% | 0.45% | +49.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $3,341,371 | +23.0% | 10,817 | +6.3% | 0.40% | +14.3% |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $3,149,554 | +24.9% | 5,773 | +7.7% | 0.38% | +16.0% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $2,751,707 | +17.0% | 15,577 | +8.2% | 0.33% | +8.6% |
| BX | Buy | BLACKSTONE INC COMstock | $2,721,438 | +8.4% | 36,682 | +22.3% | 0.32% | +0.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $2,414,460 | +6.1% | 4,554 | +1.0% | 0.29% | -1.7% |
| DE | Buy | DEERE & CO COMstock | $2,391,750 | +31.0% | 5,578 | +2.0% | 0.28% | +21.3% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION ETFetf | $2,178,732 | +35.2% | 14,348 | +20.3% | 0.26% | +25.6% |
| INTC | Buy | INTEL CORP COMstock | $1,925,777 | +4.3% | 72,863 | +1.7% | 0.23% | -3.4% |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $1,879,192 | +14.6% | 10,778 | +8.4% | 0.22% | +6.2% |
| CAT | Buy | CATERPILLAR INC COMstock | $1,509,584 | +56.3% | 6,301 | +7.1% | 0.18% | +45.2% |
| PEP | Buy | PEPSICO INC COMstock | $1,476,806 | +22.9% | 8,175 | +11.1% | 0.18% | +13.5% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $1,357,110 | +41.7% | 12,750 | +39.6% | 0.16% | +31.7% |
| LLY | Buy | LILLY ELI & CO COMstock | $1,336,255 | +21.8% | 3,653 | +7.7% | 0.16% | +12.8% |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $1,327,889 | +18.7% | 26,373 | +3.3% | 0.16% | +9.7% |
| SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFetf | $1,153,166 | +47.3% | 29,652 | +30.6% | 0.14% | +36.6% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $1,059,375 | +14.0% | 7,500 | +2.7% | 0.13% | +5.9% |
| IWV | Buy | ISHARES RUSSELL 3000 ETFetf | $1,047,242 | +6.6% | 4,746 | +0.1% | 0.12% | -0.8% |
| NFLX | Buy | NETFLIX INC COMstock | $1,027,067 | +46.9% | 3,483 | +17.2% | 0.12% | +36.7% |
| SBUX | Buy | STARBUCKS CORP COMstock | $1,022,777 | +18.5% | 10,310 | +0.7% | 0.12% | +9.9% |
| VGIT | Buy | VANGUARD INTERMEDIATE-TERM TREASURY ETFetf | $1,025,682 | +0.4% | 17,539 | +0.0% | 0.12% | -6.9% |
| KHC | Buy | KRAFT HEINZ CO COMstock | $1,001,910 | +23.2% | 24,611 | +1.0% | 0.12% | +14.3% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED COMstock | $996,802 | +62.3% | 2,962 | +32.8% | 0.12% | +50.6% |
| SPTM | New | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFetf | $1,000,438 | – | 21,155 | +100.0% | 0.12% | – |
| SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $963,517 | +0.6% | 32,795 | +0.0% | 0.12% | -6.5% |
| BAX | Buy | BAXTER INTL INC COMstock | $893,200 | -5.3% | 17,524 | +0.1% | 0.11% | -11.6% |
| IWR | Buy | ISHARES RUSSELL MIDCAP ETFetf | $876,917 | +27.5% | 13,001 | +17.5% | 0.10% | +19.3% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $856,934 | +6.3% | 3,211 | +2.5% | 0.10% | -1.9% |
| SYK | Buy | STRYKER CORPORATION COMstock | $853,580 | +245.6% | 3,491 | +185.9% | 0.10% | +218.8% |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $838,818 | +8.5% | 8,648 | +7.8% | 0.10% | +1.0% |
| HSY | New | HERSHEY CO COMstock | $835,833 | – | 3,609 | +100.0% | 0.10% | – |
| KLAC | Buy | KLA CORP COM NEWstock | $825,082 | +25.8% | 2,188 | +1.0% | 0.10% | +16.7% |
| KO | Buy | COCA COLA CO COMstock | $762,056 | +30.0% | 11,980 | +14.5% | 0.09% | +21.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $748,453 | +42.0% | 1,359 | +30.9% | 0.09% | +30.9% |
| WM | Buy | WASTE MGMT INC DEL COMstock | $741,283 | +0.4% | 4,725 | +2.6% | 0.09% | -7.4% |
| REGN | Buy | REGENERON PHARMACEUTICALS COMstock | $717,161 | +11.9% | 994 | +6.8% | 0.09% | +4.9% |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $717,638 | +25.9% | 10,767 | +3.6% | 0.09% | +17.8% |
| CMCSA | Buy | COMCAST CORP NEW CL Astock | $716,230 | +38.5% | 20,481 | +16.2% | 0.08% | +28.8% |
| NOW | Buy | SERVICENOW INC COMstock | $701,216 | +44.0% | 1,806 | +40.1% | 0.08% | +33.3% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $696,055 | +12.6% | 2,914 | +6.6% | 0.08% | +5.1% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $685,948 | +3.0% | 8,317 | +0.1% | 0.08% | -4.7% |
| NKE | Buy | NIKE INC CL Bstock | $690,667 | +76.2% | 5,903 | +25.1% | 0.08% | +64.0% |
| MMM | Buy | 3M CO COMstock | $637,627 | +45.6% | 5,317 | +34.2% | 0.08% | +35.7% |
| ORCL | Buy | ORACLE CORP COMstock | $595,500 | +55.1% | 7,285 | +15.7% | 0.07% | +44.9% |
| MS | Buy | MORGAN STANLEY COM NEWstock | $561,337 | +16.9% | 6,602 | +8.7% | 0.07% | +8.1% |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $541,842 | +31.5% | 1,114 | +4.4% | 0.06% | +22.6% |
| PLD | Buy | PROLOGIS INC. COMreit | $515,765 | +42.9% | 4,575 | +28.8% | 0.06% | +34.8% |
| TFC | Buy | TRUIST FINL CORP COMstock | $510,531 | +15.8% | 11,865 | +17.1% | 0.06% | +7.0% |
| DG | Buy | DOLLAR GEN CORP NEW COMstock | $502,152 | +2.7% | 2,039 | +0.1% | 0.06% | -4.8% |
| GM | Buy | GENERAL MTRS CO COMstock | $504,667 | +19.3% | 15,002 | +13.8% | 0.06% | +11.1% |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $494,919 | +39.4% | 1,606 | +5.2% | 0.06% | +28.3% |
| LIN | Buy | LINDE PLC SHSstock | $481,955 | +53.5% | 1,478 | +27.0% | 0.06% | +45.0% |
| ETN | Buy | EATON CORP PLC SHSstock | $468,415 | +43.7% | 2,984 | +22.2% | 0.06% | +33.3% |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $472,675 | +26.4% | 11,448 | +23.0% | 0.06% | +16.7% |
| NSC | Buy | NORFOLK SOUTHN CORP COMstock | $467,079 | +103.1% | 1,895 | +72.4% | 0.06% | +86.7% |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $463,144 | +42.1% | 6,748 | +4.2% | 0.06% | +31.0% |
| ADSK | Buy | AUTODESK INC COMstock | $463,624 | +4.9% | 2,481 | +4.8% | 0.06% | -3.5% |
| AMD | Buy | ADVANCED MICRO DEVICES INC COMstock | $442,621 | +31.0% | 6,834 | +27.9% | 0.05% | +23.3% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INC COMstock | $443,965 | +56.9% | 4,328 | +38.1% | 0.05% | +47.2% |
| TRST | Buy | TRUSTCO BK CORP N Y COM NEWstock | $448,374 | +22.8% | 11,928 | +2.7% | 0.05% | +12.8% |
| ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $447,115 | +87.9% | 1,685 | +32.9% | 0.05% | +71.0% |
| CI | Buy | CIGNA CORP NEW COMstock | $416,631 | +24.7% | 1,257 | +4.6% | 0.05% | +16.3% |
| MU | Buy | MICRON TECHNOLOGY INC COMstock | $420,730 | +3.4% | 8,418 | +3.5% | 0.05% | -3.8% |
| GWW | Buy | GRAINGER W W INC COMstock | $418,481 | +14.3% | 752 | +0.5% | 0.05% | +6.4% |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $408,267 | +20.1% | 1,646 | +2.8% | 0.05% | +11.4% |
| SUSA | Buy | ISHARES MSCI USA ESG SELECT ETFetf | $412,511 | +8.6% | 5,011 | +0.0% | 0.05% | 0.0% |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INC COMstock | $410,351 | – | 7,882 | +100.0% | 0.05% | – |
| TROW | Buy | PRICE T ROWE GROUP INC COMstock | $392,398 | +15.1% | 3,598 | +10.9% | 0.05% | +6.8% |
| CB | Buy | CHUBB LIMITED COMstock | $389,429 | +39.1% | 1,765 | +14.8% | 0.05% | +27.8% |
| VBK | Buy | VANGUARD SMALL-CAP GROWTH ETFetf | $373,799 | +2.7% | 1,864 | +0.1% | 0.04% | -4.3% |
| SCHW | Buy | SCHWAB CHARLES CORP COMstock | $379,164 | +36.9% | 4,554 | +18.2% | 0.04% | +25.0% |
| ADI | Buy | ANALOG DEVICES INC COMstock | $372,381 | +30.7% | 2,270 | +11.1% | 0.04% | +18.9% |
| MO | Buy | ALTRIA GROUP INC COMstock | $364,931 | +16.2% | 7,984 | +2.6% | 0.04% | +10.0% |
| VFH | Buy | VANGUARD FINANCIALS ETFetf | $367,818 | +21.8% | 4,446 | +9.6% | 0.04% | +12.8% |
| ITW | Buy | ILLINOIS TOOL WKS INC COMstock | $367,620 | +61.9% | 1,669 | +32.9% | 0.04% | +51.7% |
| BK | Buy | BANK NEW YORK MELLON CORP COMstock | $366,976 | +46.8% | 8,062 | +24.0% | 0.04% | +37.5% |
| MKC | Buy | MCCORMICK & CO INC COM NON VTGstock | $364,467 | +21.1% | 4,397 | +4.0% | 0.04% | +10.3% |
| MHK | Buy | MOHAWK INDS INC COMstock | $347,855 | +36.4% | 3,403 | +21.6% | 0.04% | +27.3% |
| SUB | Buy | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $352,745 | +45.2% | 3,383 | +43.0% | 0.04% | +35.5% |
| AMAT | Buy | APPLIED MATLS INC COMstock | $353,127 | +45.9% | 3,626 | +22.8% | 0.04% | +35.5% |
| ST | New | SENSATA TECHNOLOGIES HLDG PLC SHSstock | $342,153 | – | 8,473 | +100.0% | 0.04% | – |
| O | Buy | REALTY INCOME CORP COMreit | $341,777 | +39.5% | 5,388 | +28.0% | 0.04% | +28.1% |
| ELAN | New | ELANCO ANIMAL HEALTH INC COMstock | $341,415 | – | 27,939 | +100.0% | 0.04% | – |
| DHI | New | D R HORTON INC COMstock | $335,831 | – | 3,767 | +100.0% | 0.04% | – |
| WCLD | Buy | WISDOMTREE CLOUD COMPUTING FUNDetf | $334,718 | +4.6% | 13,346 | +11.3% | 0.04% | -2.4% |
| ILMN | Buy | ILLUMINA INC COMstock | $338,685 | +66.8% | 1,675 | +57.1% | 0.04% | +53.8% |
| New | GENERAL ELECTRIC CO COM NEWstock | $336,690 | – | 4,018 | +100.0% | 0.04% | – | |
| AON | Buy | AON PLC SHS CL Astock | $323,592 | +28.9% | 1,078 | +15.2% | 0.04% | +21.9% |
| IT | Buy | GARTNER INC COMstock | $314,627 | +30.6% | 936 | +7.5% | 0.04% | +22.6% |
| KMB | New | KIMBERLY-CLARK CORP COMstock | $315,729 | – | 2,326 | +100.0% | 0.04% | – |
| WMB | Buy | WILLIAMS COS INC COMstock | $320,618 | +45.1% | 9,745 | +26.1% | 0.04% | +35.7% |
| BA | New | BOEING CO COMstock | $311,642 | – | 1,636 | +100.0% | 0.04% | – |
| SLB | New | SCHLUMBERGER LTD COM STKstock | $306,488 | – | 5,733 | +100.0% | 0.04% | – |
| TJX | New | TJX COS INC NEW COMstock | $297,986 | – | 3,744 | +100.0% | 0.04% | – |
| SPG | New | SIMON PPTY GROUP INC NEW COMreit | $284,816 | – | 2,424 | +100.0% | 0.03% | – |
| HUM | Buy | HUMANA INC COMstock | $272,531 | +24.4% | 532 | +17.7% | 0.03% | +17.9% |
| BFA | Buy | BROWN FORMAN CORP CL Astock | $272,641 | -1.6% | 4,146 | +1.1% | 0.03% | -8.3% |
| SPSM | Buy | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $279,559 | +8.4% | 7,562 | +0.0% | 0.03% | 0.0% |
| AIG | New | AMERICAN INTL GROUP INC COM NEWstock | $279,480 | – | 4,419 | +100.0% | 0.03% | – |
| MSCI | Buy | MSCI INC COMstock | $267,020 | +13.6% | 574 | +2.9% | 0.03% | +6.7% |
| XBI | Buy | SPDR S&P BIOTECH ETFetf | $266,928 | +7.2% | 3,216 | +2.5% | 0.03% | 0.0% |
| SHYG | New | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $266,951 | – | 6,529 | +100.0% | 0.03% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW COMstock | $248,952 | – | 2,452 | +100.0% | 0.03% | – |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $251,406 | +18.0% | 2,398 | +2.2% | 0.03% | +11.1% |
| BKNG | New | BOOKING HOLDINGS INC COMstock | $253,925 | – | 126 | +100.0% | 0.03% | – |
| MRNA | New | MODERNA INC COMstock | $250,031 | – | 1,392 | +100.0% | 0.03% | – |
| CSX | New | CSX CORP COMstock | $251,599 | – | 8,121 | +100.0% | 0.03% | – |
| OMC | New | OMNICOM GROUP INC COMstock | $246,995 | – | 3,028 | +100.0% | 0.03% | – |
| HCA | New | HCA HEALTHCARE INC COMstock | $237,522 | – | 990 | +100.0% | 0.03% | – |
| OKE | New | ONEOK INC NEW COMstock | $233,191 | – | 3,549 | +100.0% | 0.03% | – |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC COMstock | $236,800 | +2.1% | 820 | +2.2% | 0.03% | -6.7% |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $237,739 | +14.3% | 4,597 | +1.3% | 0.03% | +3.7% |
| FCX | New | FREEPORT-MCMORAN INC CL Bstock | $237,704 | – | 6,255 | +100.0% | 0.03% | – |
| MPC | New | MARATHON PETE CORP COMstock | $228,720 | – | 1,965 | +100.0% | 0.03% | – |
| DEO | Buy | DIAGEO PLC SPON ADR NEWadr | $223,876 | +5.6% | 1,256 | +0.6% | 0.03% | 0.0% |
| TMUS | New | T-MOBILE US INC COMstock | $224,420 | – | 1,603 | +100.0% | 0.03% | – |
| ALGN | Buy | ALIGN TECHNOLOGY INC COMstock | $226,718 | +13.4% | 1,075 | +11.1% | 0.03% | +3.8% |
| DXCM | New | DEXCOM INC COMstock | $206,323 | – | 1,822 | +100.0% | 0.02% | – |
| EQIX | New | EQUINIX INC COMreit | $213,161 | – | 325 | +100.0% | 0.02% | – |
| GIS | New | GENERAL MLS INC COMstock | $211,639 | – | 2,524 | +100.0% | 0.02% | – |
| EWU | New | ISHARES MSCI UNITED KINGDOM ETFetf | $209,561 | – | 6,835 | +100.0% | 0.02% | – |
| KMI | New | KINDER MORGAN INC DEL COMstock | $205,455 | – | 11,364 | +100.0% | 0.02% | – |
| SPYD | New | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $210,964 | – | 5,330 | +100.0% | 0.02% | – |
| MET | New | METLIFE INC COMstock | $202,165 | – | 2,793 | +100.0% | 0.02% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW COMstock | $200,181 | – | 1,313 | +100.0% | 0.02% | – |
| AMCR | New | AMCOR PLC ORDstock | $134,853 | – | 11,323 | +100.0% | 0.02% | – |
| ARKK | Buy | ARK INNOVATION ETFetf | $128,766 | +13.0% | 4,122 | +36.6% | 0.02% | 0.0% |
| TLRY | Buy | TILRAY BRANDS INC COM CL 2stock | $74,147 | +4.4% | 27,564 | +6.4% | 0.01% | 0.0% |
| PLTR | New | PALANTIR TECHNOLOGIES INC CL Astock | $64,309 | – | 10,017 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-31
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.