| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STK MKT | 18 | Q2 2024 | 18.2% |
| ISHARES S&P 500 INDEX | 18 | Q2 2024 | 28.0% |
| ISHARES RUSSELL 1000 GROWTH ETF | 18 | Q2 2024 | 8.4% |
| SPDR S&P MIDCAP 400 ETF TRUST | 18 | Q2 2024 | 7.7% |
| SPDR S&P 500 ETF TRUST | 18 | Q2 2024 | 5.6% |
| VANGUARD VALUE ETF | 18 | Q2 2024 | 7.3% |
| SPDR SER TR S&P DIVID ETF | 18 | Q2 2024 | 5.2% |
| VANGUARD HIGH DIVIDEND YIELD | 18 | Q2 2024 | 6.5% |
| VANGUARD GROWTH ETF | 18 | Q2 2024 | 3.2% |
| ISHARES S&P 500 GROWTH ETF | 18 | Q2 2024 | 3.3% |
View Wellspring Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View Wellspring Financial Advisors, 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.