| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 54.2% |
| VANGUARD INTL EQUITY INDEX F | 15 | Q2 2024 | 13.5% |
| ISHARES TR | 15 | Q2 2024 | 9.5% |
| ISHARES TR | 15 | Q2 2024 | 5.3% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.9% |
| ISHARES TR | 15 | Q2 2024 | 5.8% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 1.8% |
| GOLDMAN SACHS GROUP INC | 15 | Q2 2024 | 1.4% |
| APPLE INC | 13 | Q2 2024 | 8.8% |
| NIKE INC | 13 | Q2 2024 | 1.4% |
View Wealthgate Family Office, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-07-30 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-04 |
View Wealthgate Family Office, 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.