| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 48.4% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 10.2% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 6.7% |
| SPDR SP 500 ETF TR | 11 | Q2 2024 | 9.1% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 4.3% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 2.5% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 2.1% |
| EXXON MOBIL CORP | 11 | Q2 2024 | 1.8% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 1.6% |
| APPLE INC | 11 | Q2 2024 | 1.8% |
View WorthPointe, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-08 |
View WorthPointe, 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.