| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q3 2023 | 5.6% |
| VANGUARD BD INDEX FDS | 3 | Q3 2023 | 3.9% |
| VANGUARD WORLD FDS | 3 | Q3 2023 | 3.1% |
| ISHARES TR | 3 | Q3 2023 | 2.7% |
| MASTERCARD INCORPORATED | 3 | Q3 2023 | 2.3% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 2.2% |
| MICROSOFT CORP | 3 | Q3 2023 | 2.2% |
| VANGUARD TAX-MANAGED FDS | 3 | Q3 2023 | 2.3% |
| VANGUARD INDEX FDS | 3 | Q3 2023 | 2.1% |
| GOLDMAN SACHS ETF TR | 3 | Q3 2023 | 1.5% |
View Consolidated Portfolio Review Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-11 |
View Consolidated Portfolio Review Corp'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.