Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ARK ETF TR | 16 | Q3 2023 | 14.6% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 8.4% |
APPLE INC | 16 | Q3 2023 | 11.1% |
MICROSOFT CORP | 16 | Q3 2023 | 3.0% |
VANGUARD INDEX FDS | 15 | Q3 2023 | 4.1% |
JPMORGAN CHASE & CO | 15 | Q3 2023 | 4.9% |
JP MORGAN EXCHANGE TRADED FD | 14 | Q1 2023 | 9.9% |
SELECT SECTOR SPDR TR | 13 | Q3 2023 | 3.4% |
SELECT SECTOR SPDR TR | 13 | Q3 2023 | 2.9% |
VANGUARD INTL EQUITY INDEX F | 13 | Q3 2023 | 3.5% |
View One Charles Private Wealth Services, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2024-02-13 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-02 |
13F-HR | 2022-01-27 |
View One Charles Private Wealth Services, 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.