| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WORLD FDS | 5 | Q2 2024 | 12.8% |
| VANGUARD SCOTTSDALE FDS | 5 | Q2 2024 | 12.4% |
| VANGUARD WHITEHALL FDS | 5 | Q2 2024 | 9.1% |
| BERKSHIRE HATHAWAY INC DEL | 5 | Q2 2024 | 9.8% |
| VANGUARD INDEX FDS | 5 | Q2 2024 | 10.4% |
| VANGUARD INDEX FDS | 5 | Q2 2024 | 10.0% |
| VANGUARD INDEX FDS | 5 | Q2 2024 | 6.5% |
| VANGUARD INDEX FDS | 5 | Q2 2024 | 5.8% |
| VANGUARD INDEX FDS | 5 | Q2 2024 | 5.7% |
| VANGUARD SCOTTSDALE FDS | 5 | Q2 2024 | 6.7% |
View SWAN Capital LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-05-15 |
View SWAN Capital 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.