Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
COCA COLA CO | 2 | Q3 2023 | 9.9% |
VULCAN MATLS CO | 2 | Q3 2023 | 9.0% |
ISHARES TR | 2 | Q3 2023 | 7.5% |
ISHARES TR | 2 | Q3 2023 | 6.7% |
ISHARES TR | 2 | Q3 2023 | 5.4% |
ISHARES TR | 2 | Q3 2023 | 5.0% |
ISHARES TR | 2 | Q3 2023 | 3.2% |
VANGUARD TAX-MANAGED INTL FD | 2 | Q3 2023 | 2.6% |
PIMCO ETF TR | 2 | Q3 2023 | 3.2% |
VANGUARD BD INDEX FDS | 2 | Q3 2023 | 2.3% |
View PFW Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-11 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-16 |
13F-HR | 2023-08-14 |
View PFW Advisors 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.