$217 Million is the total value of WPWealth LLP's 45 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PMAR | New | INNOVATOR ETFS TRus eqty pwr buf | $4,108,752 | – | 127,720 | +100.0% | 1.90% | – |
| IAPR | New | INNOVATOR ETFS TRintrnl dev aprl | $2,620,536 | – | 106,917 | +100.0% | 1.21% | – |
| New | DIMENSIONAL ETF TRUSTglobal real est | $2,519,035 | – | 102,608 | +100.0% | 1.16% | – | |
| PAPR | New | INNOVATOR ETFS TRus eqt pwr buf | $2,394,189 | – | 81,435 | +100.0% | 1.11% | – |
| BMAR | New | INNOVATOR ETFS TRus eqty bufr mar | $2,029,274 | – | 58,548 | +100.0% | 0.94% | – |
| EAPR | New | INNOVATOR ETFS TRemrgng mkt april | $917,013 | – | 37,521 | +100.0% | 0.42% | – |
| BAPR | New | INNOVATOR ETFS TRus eqt bufr apr | $608,074 | – | 18,119 | +100.0% | 0.28% | – |
| New | DIMENSIONAL ETF TRUSTshort duration f | $534,771 | – | 11,461 | +100.0% | 0.25% | – | |
| PFEB | New | INNOVATOR ETFS TRus eqty pwr buf | $311,943 | – | 10,672 | +100.0% | 0.14% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $202,279 | – | 7,810 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 34.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 14.5% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.8% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 5.9% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 7.6% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 5.0% |
| INNOVATOR ETFS TR | 4 | Q3 2023 | 4.0% |
| INNOVATOR ETFS TR | 4 | Q3 2023 | 2.8% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 3.3% |
View WPWealth LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.