Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SPECIALIZED FUNDS | 18 | Q2 2024 | 12.6% |
ISHARES TR | 18 | Q2 2024 | 7.4% |
VANGUARD INDEX FDS | 18 | Q2 2024 | 7.9% |
ISHARES TR | 18 | Q2 2024 | 5.6% |
VANGUARD INDEX FDS | 18 | Q2 2024 | 4.0% |
VANGUARD INDEX FDS | 18 | Q2 2024 | 4.0% |
VANGUARD SCOTTSDALE FDS | 18 | Q2 2024 | 6.5% |
APPLE INC | 18 | Q2 2024 | 4.0% |
VANGUARD WORLD FD | 18 | Q2 2024 | 3.7% |
VANGUARD INDEX FDS | 18 | Q2 2024 | 4.6% |
View Gray Wealth Management Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-09 |
N-PX | 2024-08-09 |
13F-HR | 2024-05-02 |
13F-HR | 2024-01-31 |
13F-HR | 2023-10-27 |
13F-HR | 2023-08-14 |
13F-HR | 2023-04-11 |
13F-HR | 2023-02-13 |
13F-HR | 2023-01-13 |
13F-HR | 2023-01-13 |
View Gray Wealth Management Inc.'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.