Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL US CORE EQUITY 2 ETF | 8 | Q3 2023 | 33.0% |
AVANTIS U.S. EQUITY ETF | 8 | Q3 2023 | 10.2% |
AVANTIS INTERNATIONAL EQUITY ETF | 8 | Q3 2023 | 8.5% |
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 8 | Q3 2023 | 7.6% |
AVANTIS U.S. SMALL CAP VALUE ETF | 8 | Q3 2023 | 6.7% |
DIMENSIONAL U.S. TARGETED VALUE ETF | 8 | Q3 2023 | 6.2% |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 8 | Q3 2023 | 5.9% |
AVANTIS EMERGING MARKETS EQUITY ETF | 8 | Q3 2023 | 5.5% |
UFP INDUSTRIES INC COM | 8 | Q3 2023 | 8.8% |
ILLINOIS TOOL WKS INC COM | 8 | Q3 2023 | 3.0% |
View Henrickson Nauta Wealth Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-12 |
13F-HR | 2023-04-11 |
13F-HR | 2023-02-02 |
13F-HR | 2022-10-27 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-11 |
View Henrickson Nauta Wealth Advisors, Inc.'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.