| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q2 2024 | 10.6% |
| AMAZON COM INC | 3 | Q2 2024 | 8.1% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 5.0% |
| J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 4.6% |
| BERKSHIRE HATHAWAY INC DEL | 3 | Q2 2024 | 3.8% |
| CAPITAL GROUP DIVIDEND VALUE | 3 | Q2 2024 | 3.7% |
| VANGUARD SPECIALIZED FUNDS | 3 | Q2 2024 | 3.2% |
| VANGUARD WORLD FDS | 3 | Q2 2024 | 2.7% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 2.6% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 2.4% |
View SEAMOUNT FINANCIAL GROUP INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-14 |
View SEAMOUNT FINANCIAL GROUP 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.