| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 6 | Q2 2024 | 19.1% |
| VANGUARD INDEX FDS | 6 | Q2 2024 | 13.8% |
| VANGUARD SPECIALIZED FUNDS | 6 | Q2 2024 | 11.7% |
| VANGUARD WHITEHALL FDS | 6 | Q2 2024 | 7.0% |
| VANGUARD INDEX FDS | 6 | Q2 2024 | 4.2% |
| APPLE INC | 6 | Q2 2024 | 4.4% |
| MICROSOFT CORP | 6 | Q2 2024 | 3.2% |
| VANGUARD WHITEHALL FDS | 6 | Q2 2024 | 2.6% |
| AMAZON COM INC | 6 | Q2 2024 | 2.7% |
| VANGUARD INTL EQUITY INDEX F | 6 | Q2 2024 | 2.5% |
View OAK HILL WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-08 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-25 |
| 13F-HR/A | 2024-04-02 |
| 13F-HR/A | 2024-04-02 |
| 13F-HR/A | 2024-04-02 |
| 13F-HR/A | 2024-04-02 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-25 |
View OAK HILL 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.