| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 3 | Q2 2024 | 31.1% |
| J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 15.4% |
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 11.9% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 9.7% |
| INVESCO QQQ TR | 3 | Q2 2024 | 8.5% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 4.8% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 7.8% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.3% |
| ISHARES TR | 3 | Q2 2024 | 3.2% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 3.2% |
View White Wing Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-25 |
View White Wing Wealth Management'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.