| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q2 2024 | 11.6% |
| PIMCO EQUITY SER | 4 | Q2 2024 | 6.6% |
| DIMENSIONAL ETF TRUST | 4 | Q2 2024 | 6.4% |
| DIMENSIONAL ETF TRUST | 4 | Q2 2024 | 6.2% |
| SIMPLIFY EXCHANGE TRADED FUN | 4 | Q2 2024 | 5.3% |
| DIMENSIONAL ETF TRUST | 4 | Q2 2024 | 5.7% |
| DIMENSIONAL ETF TRUST | 4 | Q2 2024 | 4.0% |
| SPDR SER TR | 4 | Q2 2024 | 3.1% |
| SSGA ACTIVE ETF TR | 4 | Q2 2024 | 3.0% |
| ISHARES TR | 4 | Q2 2024 | 2.8% |
View Austin Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-23 |
| 13F-HR | 2024-02-21 |
| 13F-HR | 2023-12-05 |
View Austin 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.