| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 13.5% |
| ISHARES TR | 7 | Q2 2024 | 11.4% |
| VANGUARD TAX-MANAGED FDS | 7 | Q2 2024 | 13.5% |
| ISHARES TR | 7 | Q2 2024 | 10.3% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 5.8% |
| VANGUARD BD INDEX FDS | 7 | Q2 2024 | 5.7% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 4.9% |
| MICROSOFT CORP | 7 | Q2 2024 | 11.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 6.3% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 6.5% |
View Delap Wealth Advisory, 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 | 2024-02-15 |
| 13F-HR/A | 2023-12-11 |
| 13F-HR | 2023-11-13 |
| 13F-HR/A | 2023-08-08 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
View Delap Wealth Advisory, 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.