| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 14.7% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 12.8% |
| ISHARES TR | 11 | Q2 2024 | 15.1% |
| ISHARES INC | 11 | Q2 2024 | 11.8% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 12.7% |
| ISHARES TR | 11 | Q2 2024 | 6.8% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 8.9% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 4.5% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 4.5% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 3.7% |
View Abound Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-08-07 |
View Abound Wealth Management'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.