| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 1 | Q2 2024 | 38.8% |
| VANGUARD GROWTH ETF | 1 | Q2 2024 | 8.7% |
| JPMORGAN U.S. QUALITY FACTOR ETF | 1 | Q2 2024 | 5.4% |
| VANGUARD TOTAL STOCK MARKET ETF | 1 | Q2 2024 | 3.1% |
| SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 1 | Q2 2024 | 2.9% |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | 1 | Q2 2024 | 2.7% |
| VANGUARD SMALL-CAP ETF | 1 | Q2 2024 | 2.4% |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | 1 | Q2 2024 | 2.0% |
| INVESCO QQQ TRUST SERIES I | 1 | Q2 2024 | 1.8% |
| SPDR NYSE TECHNOLOGY ETF | 1 | Q2 2024 | 1.5% |
View GENTRY PRIVATE WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-08-05 |
View GENTRY PRIVATE WEALTH, 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.