| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIDELITY MERRIMACK STR TR | 4 | Q3 2023 | 15.5% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 12.4% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.4% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 6.2% |
| BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 6.0% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.5% |
| ISHARES GOLD TR | 4 | Q3 2023 | 4.4% |
| APPLE INC | 4 | Q3 2023 | 2.8% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 2.7% |
| VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 2.6% |
View CPA Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.