$92.9 Million is the total value of Eagle Bluffs Wealth Management LLC's 62 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ITOT | New | ISHARES TRcore s&p ttl stk | $940,000 | – | 11,218 | +100.0% | 1.01% | – |
SBNY | New | SIGNATURE BK NEW YORK N Y | $684,000 | – | 3,814 | +100.0% | 0.74% | – |
TGT | New | TARGET CORP | $533,000 | – | 3,773 | +100.0% | 0.57% | – |
IDV | New | ISHARES TRintl sel div etf | $249,000 | – | 9,179 | +100.0% | 0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
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.