$243 Million is the total value of Financial Planning & Information Services, Inc.'s 35 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2016 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-24
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 43 | Q2 2024 | 13.3% |
VANGUARD INDEX FDS | 43 | Q2 2024 | 9.2% |
VANGUARD INDEX FDS | 43 | Q2 2024 | 9.1% |
ISHARES TR | 43 | Q2 2024 | 11.1% |
VANGUARD WHITEHALL FDS INC | 43 | Q2 2024 | 5.8% |
VANGUARD BD INDEX FDS | 43 | Q2 2024 | 8.7% |
VANGUARD INTL EQUITY INDEX F | 43 | Q2 2024 | 8.1% |
VANGUARD WORLD FDS | 43 | Q2 2024 | 5.6% |
VANGUARD TAX-MANAGED INTL FD | 43 | Q2 2024 | 4.8% |
VANGUARD INDEX FDS | 43 | Q2 2024 | 3.3% |
View Financial Planning & Information Services, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-14 |
13F-HR | 2024-08-13 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-13 |
13F-HR | 2022-10-25 |
13F-HR | 2022-07-19 |
View Financial Planning & Information Services, 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.