| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 2.0% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 1.8% |
| UNITED PARCEL SERVICE INC | 8 | Q3 2023 | 1.9% |
| MICROSOFT CORP | 8 | Q3 2023 | 1.6% |
| AMAZON COM INC | 8 | Q3 2023 | 1.5% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 1.4% |
| HOME DEPOT INC | 8 | Q3 2023 | 2.1% |
| META PLATFORMS INC | 8 | Q3 2023 | 1.4% |
| ALPHABET INC | 8 | Q3 2023 | 1.1% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 1.0% |
View Vise Technologies, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-06-08 |
| 13F-HR | 2022-06-07 |
View Vise Technologies, Inc.'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.