| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 19.3% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 8.6% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 8.5% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 8.8% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 7.7% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 7.0% |
| VANGUARD CHARLOTTE FDS | 4 | Q3 2023 | 6.2% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 5.0% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 3.1% |
| ISHARES TR | 4 | Q3 2023 | 2.8% |
View Waterford Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-14 |
View Waterford Advisors, 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.