| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 13.9% |
| SPDR S&P 500 ETF TR | 4 | Q3 2023 | 12.3% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 7.2% |
| SPDR SER TR | 4 | Q3 2023 | 7.9% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 5.5% |
| ISHARES TR | 4 | Q3 2023 | 8.4% |
| ISHARES TR | 4 | Q3 2023 | 4.4% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.3% |
| ISHARES TR | 4 | Q3 2023 | 2.9% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 2.6% |
View Beacon Bridge Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-10 |
View Beacon Bridge Wealth Partners, 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.