| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q2 2024 | 28.2% |
| ISHARES TR | 15 | Q2 2024 | 17.7% |
| VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 17.9% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 5.7% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.5% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 3.0% |
| DISNEY WALT CO | 15 | Q2 2024 | 5.3% |
| SPDR GOLD TR | 15 | Q2 2024 | 2.4% |
| MICROSOFT CORP | 15 | Q2 2024 | 1.8% |
| ALPHABET INC | 15 | Q2 2024 | 2.1% |
View Montis Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-07 |
| N-PX | 2024-07-01 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-27 |
View Montis Financial, 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.