| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 13 | Q2 2024 | 18.4% |
| SPDR SER TR | 13 | Q2 2024 | 22.6% |
| VANGUARD INTL EQUITY INDEX F | 13 | Q2 2024 | 6.9% |
| APPLE INC | 13 | Q2 2024 | 3.3% |
| VANGUARD INDEX FDS | 13 | Q2 2024 | 7.2% |
| ISHARES TR | 13 | Q2 2024 | 3.9% |
| VANGUARD WORLD FDS | 13 | Q2 2024 | 3.2% |
| VANGUARD WORLD FDS | 13 | Q2 2024 | 4.7% |
| IDEXX LABS INC | 13 | Q2 2024 | 2.9% |
| MICROSOFT CORP | 13 | Q2 2024 | 2.3% |
View PENOBSCOT WEALTH MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-19 |
View PENOBSCOT WEALTH MANAGEMENT'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.