| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 3 | Q2 2024 | 26.4% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 9.9% |
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 8.0% |
| WISDOMTREE TR | 3 | Q2 2024 | 3.8% |
| WISDOMTREE TR | 3 | Q2 2024 | 3.8% |
| WISDOMTREE TR | 3 | Q2 2024 | 3.5% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.3% |
| ACCENTURE PLC IRELAND | 3 | Q2 2024 | 4.8% |
| ABBOTT LABS | 3 | Q2 2024 | 3.2% |
| ABBVIE INC | 3 | Q2 2024 | 2.5% |
View Frazier Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-09 |
View Frazier Financial 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.