| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2024 | 20.8% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 14.4% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 11.7% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 9.8% |
| ISHARES TR | 11 | Q2 2024 | 6.2% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 4.1% |
| ISHARES TR | 11 | Q2 2024 | 13.2% |
| AMERICAN CENTY ETF TR | 11 | Q2 2024 | 2.7% |
| APPLE INC | 11 | Q2 2024 | 2.3% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 2.0% |
View Stephens Consulting, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-29 |
| N-PX | 2024-07-26 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2023-01-20 |
View Stephens Consulting, 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.