| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 13 | Q2 2024 | 1.1% |
| GALLAGHER ARTHUR J & CO | 12 | Q2 2024 | 12.6% |
| ISHARES TR | 12 | Q2 2024 | 10.6% |
| VANGUARD BD INDEX FDS | 12 | Q2 2024 | 10.7% |
| ISHARES TR | 12 | Q2 2024 | 10.5% |
| VANGUARD TAX-MANAGED INTL FD | 12 | Q2 2024 | 6.2% |
| ISHARES TR | 12 | Q2 2024 | 5.2% |
| ISHARES TR | 12 | Q2 2024 | 5.0% |
| SPDR S&P MIDCAP 400 ETF TR | 12 | Q2 2024 | 4.0% |
| VANGUARD INDEX FDS | 12 | Q2 2024 | 11.0% |
View Newport Capital Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-16 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-28 |
| 13F-HR | 2022-01-28 |
View Newport Capital Group, 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.