| 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 | 5 | Q2 2024 | 9.9% |
| VULCAN MATLS CO | 5 | Q2 2024 | 10.1% |
| ISHARES TR | 5 | Q2 2024 | 8.1% |
| ISHARES TR | 5 | Q2 2024 | 6.8% |
| ISHARES TR | 5 | Q2 2024 | 5.2% |
| ISHARES TR | 5 | Q2 2024 | 5.4% |
| ISHARES TR | 5 | Q2 2024 | 3.3% |
| VANGUARD TAX-MANAGED INTL FD | 5 | Q2 2024 | 2.7% |
| VANGUARD BD INDEX FDS | 5 | Q2 2024 | 2.3% |
| PIMCO ETF TR | 5 | Q2 2024 | 3.2% |
View PFW Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-10 |
| 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.