| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q2 2024 | 18.3% |
| ALPHABET INC | 15 | Q2 2024 | 17.4% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 9.2% |
| ISHARES TR | 15 | Q2 2024 | 8.0% |
| SPDR S&P MIDCAP 400 ETF TR | 15 | Q2 2024 | 7.6% |
| ISHARES TR | 15 | Q2 2024 | 5.9% |
| MICROSOFT CORP | 15 | Q2 2024 | 4.7% |
| ALPHABET INC | 15 | Q2 2024 | 5.9% |
| META PLATFORMS INC | 15 | Q2 2024 | 4.9% |
| ISHARES TR | 15 | Q2 2024 | 2.1% |
View Bordeaux Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-05 |
| N-PX | 2024-08-05 |
| 13F-HR | 2024-04-29 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-04 |
View Bordeaux Wealth 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.