| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 12.9% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 8.2% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 7.5% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 6.8% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 5.5% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 5.1% |
| SPDR SER TR | 3 | Q2 2024 | 5.1% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 4.8% |
| ISHARES TR | 3 | Q2 2024 | 5.0% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 4.5% |
View Private Wealth Management Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-08 |
View Private Wealth Management Group, 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.