| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES 7-10 YEAR | 3 | Q3 2023 | 13.9% |
| ISHARES TRUST CORE TOTAL USD ETF | 3 | Q3 2023 | 6.9% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 3 | Q3 2023 | 2.6% |
| APPLE INC COM | 3 | Q3 2023 | 2.7% |
| VANGUARD S&P 500 ETF SHS | 3 | Q3 2023 | 3.3% |
| VANGUARD FTSE DEVELOPED MKTS ETF | 3 | Q3 2023 | 3.5% |
| TESLA INC COM | 3 | Q3 2023 | 1.9% |
| SCHWAB US DIVIDEND | 3 | Q3 2023 | 1.7% |
| ISHARES US TREASURY BOND | 3 | Q3 2023 | 2.6% |
| ISHARES TRUST NATIONAL MUN ETF | 3 | Q3 2023 | 2.4% |
View ORG Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-29 |
| 13F-HR/A | 2023-11-13 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-06-01 |
View ORG 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.