| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 5.3% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 5.1% |
| VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 4.0% |
| APPLE INC | 15 | Q2 2024 | 5.4% |
| ISHARES TR | 15 | Q2 2024 | 3.7% |
| ISHARES TR | 15 | Q2 2024 | 3.5% |
| ISHARES TR | 15 | Q2 2024 | 2.8% |
| MICROSOFT CORP | 15 | Q2 2024 | 3.0% |
| AMAZON COM INC | 15 | Q2 2024 | 1.8% |
| VANGUARD WORLD FD | 15 | Q2 2024 | 1.8% |
View Accretive Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-06 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
View Accretive Wealth Partners, 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.