| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 6 | Q3 2023 | 13.7% |
| SPDR SER TR | 6 | Q3 2023 | 11.0% |
| AMERICAN CENTY ETF TR | 6 | Q3 2023 | 8.3% |
| DIMENSIONAL ETF TRUST | 6 | Q3 2023 | 8.4% |
| VANGUARD SCOTTSDALE FDS | 6 | Q3 2023 | 8.4% |
| AMERICAN CENTY ETF TR | 6 | Q3 2023 | 6.5% |
| AMERICAN CENTY ETF TR | 6 | Q3 2023 | 6.6% |
| ISHARES TR | 6 | Q3 2023 | 6.5% |
| ISHARES GOLD TR | 6 | Q3 2023 | 5.3% |
| AMERICAN CENTY ETF TR | 6 | Q3 2023 | 4.8% |
View Highland Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.