Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TAX-MANAGED INTL FD | 10 | Q3 2023 | 18.4% |
SPDR SER TR | 10 | Q3 2023 | 16.5% |
VANGUARD INTL EQUITY INDEX F | 10 | Q3 2023 | 6.9% |
VANGUARD INDEX FDS | 10 | Q3 2023 | 7.2% |
APPLE INC | 10 | Q3 2023 | 3.3% |
ISHARES TR | 10 | Q3 2023 | 3.9% |
VANGUARD WORLD FDS | 10 | Q3 2023 | 3.2% |
IDEXX LABS INC | 10 | Q3 2023 | 2.9% |
MICROSOFT CORP | 10 | Q3 2023 | 2.3% |
VANGUARD WORLD FDS | 10 | Q3 2023 | 2.0% |
View PENOBSCOT WEALTH MANAGEMENT's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-01-24 |
13F-HR | 2021-10-04 |
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.