Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 14.7% |
SPDR S&P 500 ETF TR | 12 | Q3 2023 | 15.0% |
VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 8.8% |
APPLE INC | 12 | Q3 2023 | 10.0% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 6.7% |
INVESCO EXCHANGE TRADED FD T | 12 | Q3 2023 | 9.9% |
ABRDN PRECIOUS METALS BASKET | 12 | Q3 2023 | 6.7% |
SCHWAB STRATEGIC TR | 12 | Q3 2023 | 5.7% |
INVESCO EXCH TRADED FD TR II | 12 | Q3 2023 | 6.2% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 3.5% |
View Solitude Financial Services's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-02-09 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-06 |
13F-HR | 2023-04-25 |
13F-HR | 2023-01-12 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-11 |
13F-HR | 2022-04-12 |
13F-HR | 2022-01-18 |
View Solitude Financial Services'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.