Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TOTAL STK MKT | 15 | Q3 2023 | 18.2% |
ISHARES RUSSELL 1000 GROWTH ETF | 15 | Q3 2023 | 8.4% |
SPDR S&P MIDCAP 400 ETF TRUST | 15 | Q3 2023 | 7.7% |
SPDR S&P 500 ETF TRUST | 15 | Q3 2023 | 5.6% |
VANGUARD VALUE ETF | 15 | Q3 2023 | 7.3% |
SPDR SER TR S&P DIVID ETF | 15 | Q3 2023 | 5.2% |
ISHARES S&P 500 INDEX | 15 | Q3 2023 | 4.6% |
VANGUARD GROWTH ETF | 15 | Q3 2023 | 3.2% |
ISHARES S&P 500 GROWTH ETF | 15 | Q3 2023 | 3.3% |
JOHNSON & JOHNSON COM | 15 | Q3 2023 | 3.1% |
View Wellspring Financial Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-10 |
13F-HR | 2022-01-03 |
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.