| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF | 31 | Q2 2024 | 12.7% |
| ISHARES CORE S&P MID-CAP ETF | 31 | Q2 2024 | 13.0% |
| ISHARES CORE S&P SMALL CAP ETF | 31 | Q2 2024 | 12.5% |
| ISHARES CORE MSCI EAFE ETF | 31 | Q2 2024 | 7.7% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | 31 | Q2 2024 | 6.9% |
| SPDR S&P 500 ETF TRUST | 31 | Q2 2024 | 4.2% |
| APPLE INC COM | 31 | Q2 2024 | 2.5% |
| COCA COLA CO COM | 31 | Q2 2024 | 4.4% |
| HOME DEPOT INC COM | 31 | Q2 2024 | 2.7% |
| VANGUARD TOTAL STOCK MARKET ETF | 31 | Q2 2024 | 1.9% |
View WEST PACES ADVISORS INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-12-22 |
| 13F-HR | 2023-12-22 |
| 13F-HR | 2023-12-22 |
| 13F-HR | 2023-12-22 |
| 13F-HR | 2023-12-22 |
| 13F-HR | 2023-12-22 |
View WEST PACES ADVISORS INC.'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.