| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 18.2% |
| ISHARES TR | 3 | Q2 2024 | 15.2% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 15.4% |
| SPDR SER TR | 3 | Q2 2024 | 16.9% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 5.5% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 4.9% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 4.1% |
| VANGUARD WHITEHALL FDS | 3 | Q2 2024 | 2.8% |
| VANGUARD STAR FDS | 3 | Q2 2024 | 2.8% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 2.4% |
View Dodds Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| N-PX | 2024-07-25 |
| 13F-HR | 2024-05-24 |
| 13F-HR | 2024-02-12 |
View Dodds Wealth, 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.