$110 Million is the total value of GPWM LLC's 21 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2022 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-18
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD MUN BD FDS | 8 | Q3 2023 | 17.0% |
VANGUARD BD INDEX FDS | 8 | Q3 2023 | 14.1% |
VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 11.9% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 11.0% |
VANGUARD CHARLOTTE FDS | 8 | Q3 2023 | 9.0% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 8.3% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 5.3% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 5.6% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 6.0% |
VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 5.2% |
View GPWM LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-24 |
13F-HR | 2024-02-01 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-25 |
13F-HR | 2023-04-11 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-11 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-07 |
13F-HR | 2022-02-02 |
View GPWM 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.