Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 12 | Q3 2023 | 0.9% |
GALLAGHER ARTHUR J & CO | 11 | Q3 2023 | 12.6% |
ISHARES TR | 11 | Q3 2023 | 10.6% |
VANGUARD BD INDEX FDS | 11 | Q3 2023 | 10.7% |
ISHARES TR | 11 | Q3 2023 | 9.2% |
VANGUARD TAX-MANAGED INTL FD | 11 | Q3 2023 | 6.2% |
ISHARES TR | 11 | Q3 2023 | 5.2% |
ISHARES TR | 11 | Q3 2023 | 5.0% |
VANGUARD INDEX FDS | 11 | Q3 2023 | 11.0% |
SPDR S&P MIDCAP 400 ETF TR | 11 | Q3 2023 | 4.0% |
View Newport Capital Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2021-10-13 |
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.