| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TR | 4 | Q3 2023 | 14.1% |
| WISDOMTREE TR | 4 | Q3 2023 | 12.2% |
| ISHARES TR | 4 | Q3 2023 | 7.8% |
| WISDOMTREE TR | 4 | Q3 2023 | 7.6% |
| SPDR SER TR | 4 | Q3 2023 | 7.0% |
| WISDOMTREE TR | 4 | Q3 2023 | 9.2% |
| SPDR S&P 500 ETF TR | 4 | Q3 2023 | 4.8% |
| APPLE INC | 4 | Q3 2023 | 2.5% |
| ISHARES TR | 4 | Q3 2023 | 3.0% |
| WISDOMTREE TR | 4 | Q3 2023 | 2.5% |
View Vertex Planning Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-06 |
View Vertex Planning Partners, 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.