| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ARK ETF TR | 19 | Q2 2024 | 14.6% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 8.4% |
| APPLE INC | 19 | Q2 2024 | 11.1% |
| MICROSOFT CORP | 19 | Q2 2024 | 3.0% |
| VANGUARD INDEX FDS | 18 | Q2 2024 | 4.1% |
| JPMORGAN CHASE & CO. | 18 | Q2 2024 | 4.9% |
| SELECT SECTOR SPDR TR | 16 | Q2 2024 | 3.9% |
| SELECT SECTOR SPDR TR | 16 | Q2 2024 | 2.9% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q2 2024 | 3.5% |
| SELECT SECTOR SPDR TR | 16 | Q2 2024 | 2.7% |
View One Charles Private Wealth Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-14 |
| N-PX | 2024-08-14 |
| 13F-HR | 2024-05-14 |
| 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 |
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.