| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 17.8% |
| VANGUARD BD INDEX FDS | 7 | Q2 2024 | 17.3% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 13.2% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 13.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 11.4% |
| ISHARES TR | 7 | Q2 2024 | 10.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 6.9% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 6.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.2% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.7% |
View Great Waters Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-12 |
| 13F-HR | 2024-07-09 |
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-03 |
View Great Waters Wealth Management'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.