Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
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.