Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 31.0% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 27.2% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 14.3% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 6.3% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 5.8% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 4.5% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 3.7% |
AMERICAN CENTY ETF TR | 8 | Q3 2023 | 3.0% |
MICROSOFT CORP | 8 | Q3 2023 | 1.2% |
APPLE INC | 8 | Q3 2023 | 1.0% |
View BAYSHORE ASSET MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-10-26 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-28 |
13F-HR | 2022-04-21 |
13F-HR | 2022-02-04 |
View BAYSHORE ASSET 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.