| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 9 | Q2 2024 | 13.7% |
| SPDR SER TR | 9 | Q2 2024 | 11.0% |
| AMERICAN CENTY ETF TR | 9 | Q2 2024 | 8.7% |
| DIMENSIONAL ETF TRUST | 9 | Q2 2024 | 8.5% |
| VANGUARD SCOTTSDALE FDS | 9 | Q2 2024 | 9.0% |
| AMERICAN CENTY ETF TR | 9 | Q2 2024 | 6.9% |
| AMERICAN CENTY ETF TR | 9 | Q2 2024 | 6.8% |
| ISHARES TR | 9 | Q2 2024 | 6.5% |
| ISHARES GOLD TR | 9 | Q2 2024 | 5.3% |
| AMERICAN CENTY ETF TR | 9 | Q2 2024 | 4.9% |
View Highland Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-04 |
View Highland Financial Advisors, 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.