| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard S&P 500 | 3 | Q2 2024 | 19.2% |
| iShares Trust Russell 200 Growth Index | 3 | Q2 2024 | 4.6% |
| ISHARES INC | 3 | Q2 2024 | 4.1% |
| SPDR SER TR | 3 | Q2 2024 | 3.7% |
| ISHARES TR | 3 | Q2 2024 | 3.1% |
| AMAZON COM INC | 3 | Q2 2024 | 2.7% |
| ISHARES TR | 3 | Q2 2024 | 2.9% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 2.5% |
| SPDR SER TR | 3 | Q2 2024 | 2.1% |
| ISHARES TR | 3 | Q2 2024 | 2.3% |
View Family Wealth Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-08-14 |
| N-PX | 2024-07-23 |
| 13F-HR | 2024-02-14 |
View Family Wealth Group, 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.