Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 12 | Q2 2024 | 7.0% |
ISHARES TR | 12 | Q2 2024 | 5.3% |
APPLE INC | 12 | Q2 2024 | 4.8% |
Vanguard Small Cap ETF | 12 | Q2 2024 | 3.1% |
ISHARES TR | 12 | Q2 2024 | 2.8% |
VANGUARD TAX-MANAGED FDS | 12 | Q2 2024 | 2.8% |
AMAZON COM INC | 12 | Q2 2024 | 2.9% |
VANGUARD INTL EQUITY INDEX F | 12 | Q2 2024 | 3.0% |
NVIDIA CORPORATION | 12 | Q2 2024 | 4.1% |
ISHARES TR | 12 | Q2 2024 | 2.1% |
View Badgley Phelps Wealth Managers, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-26 |
13F-HR | 2024-08-14 |
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 |
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.