| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 48.4% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 7.8% |
| SPDR SP 500 ETF TR | 8 | Q3 2023 | 9.1% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 6.7% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 3.7% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 2.5% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 2.1% |
| EXXON MOBIL CORP | 8 | Q3 2023 | 1.8% |
| MANNATECH INC | 8 | Q3 2023 | 2.8% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 1.6% |
View WorthPointe, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-04-06 |
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.