$323 Million is the total value of Austin Wealth Management, LLC's 100 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-12-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 11.6% |
| PIMCO EQUITY SER | 1 | Q3 2023 | 6.6% |
| DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 6.4% |
| DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 6.2% |
| SIMPLIFY EXCHANGE TRADED FUN | 1 | Q3 2023 | 5.1% |
| DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 4.0% |
| DIMENSIONAL ETF TRUST | 1 | Q3 2023 | 3.5% |
| SPDR SER TR | 1 | Q3 2023 | 3.1% |
| SSGA ACTIVE ETF TR | 1 | Q3 2023 | 3.0% |
| ISHARES TR | 1 | Q3 2023 | 2.8% |
View Austin Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.