Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 13.2% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.7% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 7.1% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 6.6% |
VANGUARD BD INDEX FDS | 4 | Q3 2023 | 6.2% |
APPLE INC | 4 | Q3 2023 | 6.3% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 5.2% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 3.6% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 3.7% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 3.1% |
View RF&L WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-02 |
13F-HR | 2023-07-27 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-14 |
View RF&L WEALTH MANAGEMENT, 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.