Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD DIVIDEND APPRECIATION ETF | 9 | Q2 2024 | 5.1% |
BERKSHIRE HATHAWAY CLASS B | 9 | Q2 2024 | 4.2% |
APPLE INC | 9 | Q2 2024 | 4.3% |
PROSHARES S&P 500 DIV ARISTOCRAT ETF | 9 | Q2 2024 | 3.5% |
VANGUARD TOTAL STOCK MARKET ETF | 9 | Q2 2024 | 4.4% |
WALMART INC | 9 | Q2 2024 | 2.7% |
PROCTER & GAMBLE | 9 | Q2 2024 | 2.9% |
MCDONALDS CORP | 9 | Q2 2024 | 2.9% |
PEPSICO INC | 9 | Q2 2024 | 2.5% |
VANGUARD FTSE ALL WORLD EX US ETF | 9 | Q2 2024 | 2.8% |
View Coston, McIsaac & Partners's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-31 |
13F-HR | 2024-04-17 |
13F-HR | 2024-01-23 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-01 |
13F-HR | 2023-04-19 |
13F-HR | 2023-02-09 |
13F-HR | 2022-10-31 |
13F-HR | 2022-09-21 |
View Coston, McIsaac & Partners'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.