| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 10 | Q2 2024 | 37.7% |
| ISHARES TR | 10 | Q2 2024 | 10.4% |
| VANGUARD INDEX FDS | 10 | Q2 2024 | 6.9% |
| VANGUARD WORLD FDS | 10 | Q2 2024 | 7.8% |
| ISHARES TR | 10 | Q2 2024 | 6.2% |
| APPLE INC | 10 | Q2 2024 | 1.1% |
| UNITEDHEALTH GROUP INC | 10 | Q2 2024 | 0.3% |
| VANGUARD BD INDEX FDS | 8 | Q1 2024 | 24.3% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q1 2024 | 20.9% |
| MICROSOFT CORP | 8 | Q2 2024 | 1.2% |
View Magnolia Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-18 |
| N-PX | 2024-07-18 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-07-22 |
| 13F-HR/A | 2022-05-19 |
View Magnolia 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.