| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 13 | Q4 2023 | 4.9% |
| VANGUARD BD INDEX FDS | 13 | Q4 2023 | 5.6% |
| SPDR SER TR | 13 | Q4 2023 | 4.9% |
| VANGUARD TAX-MANAGED INTL FD | 13 | Q4 2023 | 3.8% |
| WISDOMTREE TR | 13 | Q4 2023 | 3.4% |
| SPDR SER TR | 13 | Q4 2023 | 2.5% |
| SPDR SER TR | 13 | Q4 2023 | 3.5% |
| SPDR SER TR | 13 | Q4 2023 | 2.2% |
| VANGUARD INDEX FDS | 13 | Q4 2023 | 2.8% |
| SPDR SER TR | 13 | Q4 2023 | 2.4% |
View CGN Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-04 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-04 |
| 13F-HR | 2022-01-14 |
View CGN 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.