Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 3 | Q2 2024 | 24.9% |
VANGUARD STAR FDS | 3 | Q2 2024 | 16.7% |
VANGUARD INDEX FDS | 3 | Q2 2024 | 9.8% |
VANGUARD INDEX FDS | 3 | Q2 2024 | 6.4% |
VANGUARD INDEX FDS | 3 | Q2 2024 | 4.1% |
BORGWARNER INC | 3 | Q2 2024 | 4.0% |
DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 3.7% |
VANGUARD INTL EQUITY INDEX F | 3 | Q2 2024 | 2.7% |
VANGUARD BD INDEX FDS | 3 | Q2 2024 | 2.3% |
LEAR CORP | 3 | Q2 2024 | 2.1% |
View Arbor Wealth Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-11 |
N-PX | 2024-07-11 |
13F-HR | 2024-04-10 |
13F-HR | 2024-02-02 |
View Arbor Wealth 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.