$96 Million is the total value of COREPATH WEALTH PARTNERS LLC's 36 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-05-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 26.4% |
| ISHARES TR | 12 | Q3 2023 | 11.0% |
| ISHARES TR | 12 | Q3 2023 | 11.5% |
| ISHARES TR | 12 | Q3 2023 | 10.8% |
| ISHARES TR | 12 | Q3 2023 | 6.5% |
| ISHARES TR EAFE VALUE ETF | 12 | Q3 2023 | 6.3% |
| ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 12 | Q3 2023 | 6.6% |
| ISHARES TR | 12 | Q3 2023 | 8.1% |
| ISHARES TR | 12 | Q3 2023 | 4.7% |
| ISHARES TR | 12 | Q3 2023 | 3.9% |
View COREPATH WEALTH PARTNERS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-24 |
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.