$151 Million is the total value of Grey Fox Wealth Advisors, LLC's 393 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2023 | 10.6% |
| Vanguard Value ETF | 4 | Q3 2023 | 9.3% |
| ISHARES TR | 4 | Q3 2023 | 7.1% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 6.3% |
| Vanguard Short Term Cor BD ETF IV | 4 | Q3 2023 | 5.9% |
| Vanguard Small Cap Value ETF | 4 | Q3 2023 | 4.9% |
| Vanguard Mid Cap ETF IV | 4 | Q3 2023 | 4.1% |
| Invesco S&P 500 Low Volatility ETF | 4 | Q3 2023 | 5.4% |
| APPLE INC | 4 | Q3 2023 | 2.6% |
| ISHARES TR | 4 | Q3 2023 | 2.8% |
View Grey Fox Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
View Grey Fox 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.