$102 Million is the total value of SILVIA MCCOLL WEALTH MANAGEMENT, LLC's 105 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-09-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 7 | Q2 2024 | 14.5% |
| APPLE INC | 7 | Q2 2024 | 9.7% |
| CHEVRON CORP NEW | 7 | Q2 2024 | 7.4% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 6.3% |
| MICROSOFT CORP | 7 | Q2 2024 | 3.4% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 2.8% |
| VANECK ETF TRUST | 7 | Q2 2024 | 2.5% |
| ISHARES TR | 7 | Q2 2024 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 2.1% |
| ISHARES TR | 7 | Q2 2024 | 1.9% |
View SILVIA MCCOLL WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-09-05 |
| 13F-HR | 2023-09-05 |
| 13F-HR | 2023-09-05 |
View SILVIA MCCOLL WEALTH MANAGEMENT, 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.