| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 7 | Q2 2024 | 29.9% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 22.1% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 9.3% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 7.6% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 6.9% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 5.5% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q2 2024 | 4.4% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 2.6% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 2.5% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 1.8% |
View Fee-Only Financial Planning, L.C.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-05 |
| N-PX | 2024-07-29 |
| 13F-HR | 2024-04-25 |
| 13F-HR/A | 2024-04-23 |
| 13F-HR/A | 2024-04-23 |
| 13F-HR/A | 2024-04-23 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-28 |
View Fee-Only Financial Planning, L.C.'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.