| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD MALVERN FDS | 8 | Q3 2023 | 20.2% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 12.4% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 8.4% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 10.7% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 5.6% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 5.7% |
| ENERGY TRANSFER L P | 8 | Q3 2023 | 5.5% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 3.9% |
| ISHARES TR | 8 | Q3 2023 | 5.8% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 3.6% |
View Beaird Harris Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-27 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-27 |
| 13F-HR | 2022-05-17 |
View Beaird Harris 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.