| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 29.0% |
| ISHARES TR | 15 | Q2 2024 | 11.3% |
| ISHARES TR | 15 | Q2 2024 | 11.5% |
| ISHARES TR | 15 | Q2 2024 | 11.4% |
| ISHARES TR | 15 | Q2 2024 | 6.9% |
| ISHARES TR EAFE VALUE ETF | 15 | Q2 2024 | 6.3% |
| ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 15 | Q2 2024 | 6.6% |
| ISHARES TR | 15 | Q2 2024 | 5.8% |
| ISHARES TR | 15 | Q2 2024 | 8.1% |
| ISHARES TR | 15 | Q2 2024 | 3.9% |
View COREPATH WEALTH PARTNERS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
View COREPATH 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.