| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 36.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 14.7% |
| AMAZON COM INC | 8 | Q3 2023 | 8.2% |
| MICROSOFT CORP | 8 | Q3 2023 | 6.4% |
| ALPHABET INC | 8 | Q3 2023 | 5.6% |
| VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 4.7% |
| VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 3.3% |
| VISA INC | 8 | Q3 2023 | 2.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.1% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.0% |
View Perfromance Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-02-03 |
View Perfromance Wealth Partners, 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.