$321 Million is the total value of Geometric Wealth Advisors's 39 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 9.6% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 3.6% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.7% |
| AMAZON COM INC | 8 | Q3 2023 | 2.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.5% |
| INVESCO QQQ TR | 8 | Q3 2023 | 2.2% |
| ALPHABET INC | 8 | Q3 2023 | 1.8% |
| ALPHABET INC | 8 | Q3 2023 | 1.8% |
| MICROSOFT CORP | 8 | Q3 2023 | 1.4% |
View Geometric Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-23 |
View Geometric Wealth Advisors'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.