| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIDELITY MERRIMACK STR TR | 7 | Q2 2024 | 15.5% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 12.4% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 9.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 6.8% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 6.0% |
| ISHARES GOLD TR | 7 | Q2 2024 | 5.7% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.5% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 2.8% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 2.6% |
| APPLE INC | 7 | Q2 2024 | 2.8% |
View CPA Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-25 |
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-07 |
View CPA Asset Management 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.