| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 2 | Q2 2024 | 44.6% |
| ISHARES TR | 2 | Q2 2024 | 17.1% |
| ISHARES TR | 2 | Q2 2024 | 5.7% |
| ISHARES TR | 2 | Q2 2024 | 4.9% |
| VANGUARD INDEX FDS | 2 | Q2 2024 | 4.2% |
| WISDOMTREE TR | 2 | Q2 2024 | 3.7% |
| MERCK & CO. | 2 | Q2 2024 | 3.0% |
| ISHARES TR | 2 | Q2 2024 | 2.7% |
| ISHARES TR | 2 | Q2 2024 | 2.4% |
| VANGUARD TAX-MANAGED FDS | 2 | Q2 2024 | 2.0% |
View Gray Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-22 |
View Gray Private 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.