| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LPL FINL HLDGS INC | 3 | Q2 2024 | 22.0% |
| ISHARES TR | 3 | Q2 2024 | 13.0% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 6.7% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 5.5% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 4.7% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 4.4% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 4.2% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 3.3% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 3.1% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.5% |
View FAMILY WEALTH PARTNERS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-11 |
| N-PX | 2024-07-11 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-03-20 |
View FAMILY WEALTH PARTNERS, 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.