Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BLACKROCK TAX MUNICPAL BD TR | 8 | Q3 2023 | 14.1% |
VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 8.1% |
J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 6.9% |
NUVEEN AMT FREE QLTY MUN INC | 8 | Q3 2023 | 6.2% |
MICROSOFT CORP | 8 | Q3 2023 | 2.8% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 2.5% |
SPDR INDEX SHS FDS | 8 | Q3 2023 | 2.6% |
ALPHABET INC | 8 | Q3 2023 | 2.3% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 4.2% |
KLA CORP | 8 | Q3 2023 | 2.3% |
View Eagle Bluffs Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-30 |
13F-HR | 2023-07-18 |
13F-HR | 2023-05-04 |
13F-HR | 2023-01-25 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-15 |
View Eagle Bluffs Wealth Management 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.