Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES S&P 500 | 10 | Q3 2023 | 15.5% |
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF | 10 | Q3 2023 | 9.5% |
ISHARES TR BLACKROCK ULTRA | 10 | Q3 2023 | 8.8% |
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | 10 | Q3 2023 | 4.7% |
MICROSOFT CORP | 10 | Q3 2023 | 3.4% |
APPLE INC | 10 | Q3 2023 | 2.7% |
UBER TECHNOLOGIES INC COM | 10 | Q3 2023 | 4.7% |
GOLUB CAPITAL BDC INC | 10 | Q3 2023 | 2.3% |
ISHARES TR FLTG RATE NT ETF | 10 | Q3 2023 | 3.9% |
ISHARES RUSSELL 1000 INDEX FUND | 10 | Q3 2023 | 1.6% |
View Eagle Bay Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-10 |
13F-HR/A | 2023-04-26 |
13F-HR | 2023-04-24 |
13F-HR | 2023-01-26 |
13F-HR | 2022-11-23 |
13F-HR | 2022-08-19 |
13F-HR | 2022-05-11 |
View Eagle Bay 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.