$159 Million is the total value of FirstPurpose Wealth LLC's 146 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 12.6% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 4.9% |
| ISHARES TR | 8 | Q3 2023 | 5.9% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 3.7% |
| PROG HOLDINGS INC | 8 | Q3 2023 | 3.8% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 2.4% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 2.1% |
| FS KKR CAP CORP | 8 | Q3 2023 | 2.9% |
| EXTRA SPACE STORAGE INC | 8 | Q3 2023 | 2.2% |
| VANGUARD MALVERN FDS | 8 | Q3 2023 | 1.9% |
View FirstPurpose Wealth LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-24 |
View FirstPurpose Wealth 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.