Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | Exit | iShares Core S&P 500 ETFivv | $0 | – | 0 | +100.0% | 0.00% | – |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Short-Term Inflation-Protected ETF | 9 | Q3 2023 | 9.1% |
VANGUARD SPECIALIZED FUNDS | 9 | Q3 2023 | 6.7% |
SCHWAB STRATEGIC TR | 9 | Q3 2023 | 7.0% |
Vanguard Value ETF | 9 | Q3 2023 | 7.1% |
Vanguard Small-Cap Value ETF | 9 | Q3 2023 | 5.4% |
BERKSHIRE HATHAWAY INC DEL | 9 | Q3 2023 | 4.5% |
APPLE INC | 9 | Q3 2023 | 3.8% |
Alphabet Inc Class A | 9 | Q3 2023 | 4.2% |
MICROSOFT CORP | 9 | Q3 2023 | 3.5% |
Procter & Gamble | 9 | Q3 2023 | 3.0% |
View STUDIO INVESTMENT MANAGEMENT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-16 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View STUDIO INVESTMENT MANAGEMENT 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.