| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 15.6% |
| WISDOMTREE US SMALLCAP ETF | 11 | Q2 2024 | 6.7% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 7.3% |
| VANECK ETF TRUST | 11 | Q2 2024 | 5.6% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 4.3% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 4.2% |
| ISHARES TR | 11 | Q2 2024 | 3.2% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 3.3% |
| EA SERIES TRUST | 11 | Q2 2024 | 3.0% |
| VANGUARD SMALL CAP VALUEETF | 11 | Q2 2024 | 2.4% |
View Kathleen S. Wright Associates Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-15 |
View Kathleen S. Wright Associates Inc.'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.