| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD STAR FDS | 3 | Q2 2024 | 8.7% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 8.2% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 6.6% |
| ISHARES TR | 3 | Q2 2024 | 5.4% |
| VANGUARD BD INDEX FDS | 3 | Q2 2024 | 4.3% |
| SSR MINING IN | 3 | Q2 2024 | 6.7% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 3.7% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 3.6% |
| VANGUARD MUN BD FDS | 3 | Q2 2024 | 3.2% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.1% |
View WealthCollab, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-08-14 |
| 13F-HR | 2024-08-13 |
| N-PX | 2024-08-13 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-04-03 |
View WealthCollab, 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.