| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 2 | Q1 2022 | 15.1% |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 2 | Q1 2022 | 12.4% |
| DIMENSIONAL U.S. SMALL CAP ETF | 2 | Q1 2022 | 10.5% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | 2 | Q1 2022 | 7.1% |
| VANGUARD VALUE INDEX FUND | 2 | Q1 2022 | 4.6% |
| PROCTER AND GAMBLE CO COM | 2 | Q1 2022 | 2.0% |
| APPLE INC COM | 2 | Q1 2022 | 2.1% |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF A OCTOBER | 2 | Q1 2022 | 2.1% |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | 2 | Q1 2022 | 2.0% |
| SPDR S&P 500 ETF | 2 | Q1 2022 | 1.6% |
View Dixon Hughes Goodman Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-04 |
| 13F-HR | 2022-02-01 |
View Dixon Hughes Goodman Wealth Advisors 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.