$473 Million is the total value of Great Waters Wealth Management's 84 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
HIG | New | HARTFORD FINL SVCS GROUP INC | $202,871 | – | 2,917 | +100.0% | 0.04% | – |
SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $200,451 | – | 4,123 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD BD INDEX FDS | 4 | Q3 2023 | 17.3% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 13.6% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 13.1% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 10.7% |
ISHARES TR | 4 | Q3 2023 | 10.1% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.1% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 5.7% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.7% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.5% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 3.3% |
View Great Waters Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.