Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 23 | Q2 2024 | 30.2% |
VANGUARD INDEX FDS | 23 | Q2 2024 | 16.4% |
VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 13.3% |
VANGUARD CHARLOTTE FDS | 23 | Q2 2024 | 16.5% |
VANGUARD BD INDEX FDS | 23 | Q2 2024 | 15.4% |
VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 3.6% |
VANGUARD INDEX FDS | 23 | Q2 2024 | 2.6% |
VANGUARD INDEX FDS | 23 | Q2 2024 | 1.0% |
VANGUARD INDEX FDS | 23 | Q2 2024 | 1.2% |
VANGUARD STAR FDS | 23 | Q2 2024 | 1.2% |
View McCarthy Grittinger Financial Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-29 |
N-PX | 2024-07-29 |
13F-HR | 2024-04-24 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-24 |
13F-HR | 2023-05-09 |
13F-HR | 2023-05-09 |
13F-HR | 2023-05-09 |
13F-HR | 2023-05-09 |
View McCarthy Grittinger Financial Group, 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.