| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 3 | Q2 2024 | 20.9% |
| ISHARES CORE S&P 500 ETF | 3 | Q2 2024 | 12.8% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 3 | Q2 2024 | 7.4% |
| WISDOMTREE FLOATING RATE TREASURY FUND | 3 | Q2 2024 | 5.4% |
| VANGUARD MID-CAP ETF | 3 | Q2 2024 | 4.0% |
| ISHARES TIPS BOND ETF | 3 | Q2 2024 | 3.7% |
| AVANTIS U.S. LARGE CAP VALUE ETF | 3 | Q2 2024 | 2.6% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 3 | Q2 2024 | 2.9% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 3 | Q2 2024 | 2.5% |
| ISHARES CORE S&P SMALL CAP ETF | 3 | Q2 2024 | 2.1% |
View Fortitude Family Office, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-10 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-12 |
View Fortitude Family Office, 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.