Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD VALUE ETF | 15 | Q2 2024 | 6.6% |
ISHARES TR CORE MSCI EAFE ETF | 15 | Q2 2024 | 4.7% |
APPLE ORD | 15 | Q2 2024 | 6.0% |
ISHARES INC CORE MSCI EMERGING MKTS ETF | 15 | Q2 2024 | 2.7% |
MICROSOFT ORD | 15 | Q2 2024 | 3.4% |
AMAZON COM ORD | 15 | Q2 2024 | 1.7% |
TESLA ORD | 15 | Q2 2024 | 1.9% |
ISHARES TR CORE S&P SMALL-CAP ETF | 15 | Q2 2024 | 1.4% |
UNITEDHEALTH GRP ORD | 15 | Q2 2024 | 1.9% |
VANGUARD MID CAP ETF | 15 | Q2 2024 | 1.8% |
View Interchange Capital Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-09 |
13F-HR | 2024-07-31 |
13F-HR | 2024-05-08 |
13F-HR | 2024-01-09 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-05 |
View Interchange Capital 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.