| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 20.4% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 11.4% |
| APPLE INC COM | 8 | Q3 2023 | 3.4% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 5.0% |
| NIO INC ADR | 8 | Q3 2023 | 3.1% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 3.3% |
| AT&T INC COM | 8 | Q3 2023 | 2.2% |
| UPSTART HLDGS INC COM | 8 | Q3 2023 | 3.2% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 2.6% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 2.4% |
View WMG Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-08-08 |
| 13F-HR/A | 2022-08-04 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-14 |
View WMG Financial 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.