| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares MSCI EAFE ETF | 9 | Q3 2023 | 5.3% |
| Microsoft | 9 | Q3 2023 | 5.5% |
| Apple | 9 | Q3 2023 | 4.8% |
| Vanguard Small Cap ETF | 9 | Q3 2023 | 3.1% |
| iShares Core S&P Mid-Cap ETF | 9 | Q3 2023 | 2.8% |
| Vanguard FTSE Developed Market | 9 | Q3 2023 | 2.8% |
| Vanguard FTSE Emerging Markets | 9 | Q3 2023 | 3.0% |
| Amazon.com | 9 | Q3 2023 | 2.9% |
| iShares Russell 2000 Value Ind | 9 | Q3 2023 | 2.1% |
| iShares Russell 2000 Growth In | 9 | Q3 2023 | 1.9% |
View Badgley Phelps Wealth Managers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-08 |
View Badgley Phelps Wealth Managers, 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.