| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 34.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 14.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 10.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 9.0% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 6.3% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 8.7% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 5.0% |
| INNOVATOR ETFS TRUST | 7 | Q2 2024 | 4.0% |
| APPLE INC | 7 | Q2 2024 | 2.1% |
| INNOVATOR ETFS TRUST | 7 | Q2 2024 | 2.8% |
View WPWealth LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-31 |
View WPWealth LLP'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.