| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 9.0% |
| ISHARES TR | 4 | Q3 2023 | 4.9% |
| ISHARES TR | 4 | Q3 2023 | 4.4% |
| APPLE INC | 4 | Q3 2023 | 4.3% |
| ISHARES TR | 4 | Q3 2023 | 3.7% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 3.6% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 3.2% |
| MICROSOFT CORP | 4 | Q3 2023 | 3.5% |
| JOHNSON & JOHNSON | 4 | Q3 2023 | 3.1% |
| BECTON DICKINSON & CO | 4 | Q3 2023 | 3.0% |
View Talisman Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-15 |
View Talisman Wealth 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.