| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2023 | 12.2% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 12.0% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 9.5% |
| ISHARES TR | 4 | Q3 2023 | 8.7% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 7.5% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 7.1% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 5.1% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 5.0% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 4.7% |
View PRESILIUM PRIVATE WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-08 |
View PRESILIUM 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.