| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 5.3% |
| VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 5.1% |
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 4.0% |
| ISHARES TR | 12 | Q3 2023 | 3.7% |
| ISHARES TR | 12 | Q3 2023 | 3.5% |
| APPLE INC | 12 | Q3 2023 | 3.9% |
| INVESCO EXCH TRADED FD TR II | 12 | Q3 2023 | 3.4% |
| ISHARES TR | 12 | Q3 2023 | 2.8% |
| MICROSOFT CORP | 12 | Q3 2023 | 2.6% |
| AMAZON COM INC | 12 | Q3 2023 | 1.7% |
View Accretive Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
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.