| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR ESG AWARE MSCI USA ETF | 15 | Q2 2024 | 30.3% |
| VANGUARD INDEX FUNDS S&P 500 ETF USD | 15 | Q2 2024 | 30.9% |
| ISHARES TR | 15 | Q2 2024 | 4.3% |
| ISHARES TR | 15 | Q2 2024 | 5.2% |
| ISHARES TR | 15 | Q2 2024 | 1.4% |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 15 | Q2 2024 | 0.4% |
| ISHARES TR MSCI USA VALUE | 14 | Q1 2024 | 8.9% |
| ISHARES TR EAFE GRWTH ETF | 14 | Q1 2024 | 1.7% |
| ISHARES TR | 14 | Q1 2024 | 0.6% |
| ISHARES TR U.S. MED DVC ETF | 13 | Q4 2023 | 5.4% |
View Goodwin Investment Advisory's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| N-PX | 2024-08-01 |
| 13F-HR/A | 2024-05-13 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
View Goodwin Investment Advisory'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.