| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD VALUE ETF | 12 | Q3 2023 | 6.6% |
| ISHARES TR CORE MSCI EAFE ETF | 12 | Q3 2023 | 4.7% |
| APPLE ORD | 12 | Q3 2023 | 6.0% |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | 12 | Q3 2023 | 2.7% |
| MICROSOFT ORD | 12 | Q3 2023 | 3.4% |
| TESLA ORD | 12 | Q3 2023 | 1.9% |
| AMAZON COM ORD | 12 | Q3 2023 | 1.6% |
| ISHARES TR CORE S&P SMALL-CAP ETF | 12 | Q3 2023 | 1.4% |
| UNITEDHEALTH GRP ORD | 12 | Q3 2023 | 1.9% |
| VANGUARD MID CAP ETF | 12 | Q3 2023 | 1.8% |
View Interchange Capital Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-04 |
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.