| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
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.