| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Core MSCI EAFE ETF | 3 | Q2 2024 | 5.6% |
| SPDR S&P 500 ETF | 3 | Q2 2024 | 5.5% |
| Vanguard Total Stock Market ETF | 3 | Q2 2024 | 6.2% |
| Microsoft | 3 | Q2 2024 | 4.9% |
| Apple Inc | 3 | Q2 2024 | 5.1% |
| SPDR S&P Midcap 400 ETF | 3 | Q2 2024 | 4.3% |
| iShares Russell Mid Cap ETF | 3 | Q2 2024 | 3.7% |
| Alphabet Inc. Class A | 3 | Q2 2024 | 3.5% |
| iShares Core MSCI Emerging ETF | 3 | Q2 2024 | 3.7% |
| Amazon.Com Inc | 3 | Q2 2024 | 2.9% |
View Canopy Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| D | 2023-01-13 |
View Canopy Partners, 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.