| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares S&P 500 Growth ETF | 15 | Q2 2024 | 12.8% |
| iShares S&P 500 Value ETF | 15 | Q2 2024 | 8.8% |
| iShares Core MSCI EAFE ETF | 15 | Q2 2024 | 6.1% |
| iShares Core S&P Small-Cap ETF | 15 | Q2 2024 | 5.5% |
| JPMorgan Ultra-Short Income ETF | 15 | Q2 2024 | 5.2% |
| iShares Core S&P Mid-Cap ETF | 15 | Q2 2024 | 3.8% |
| Microsoft Corp | 15 | Q2 2024 | 4.6% |
| Apple Inc | 15 | Q2 2024 | 2.4% |
| Vanguard FTSE Developed Markets ETF | 15 | Q2 2024 | 2.3% |
| Costco Wholesale Corp | 15 | Q2 2024 | 2.6% |
View ENCOMPASS WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-25 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-03 |
View ENCOMPASS WEALTH ADVISORS, 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.