| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 19 | Q2 2024 | 6.5% |
| BERKSHIRE HATHAWAY INC DEL CL A | 19 | Q2 2024 | 4.3% |
| SPDR S&P 500 ETF TRUST | 19 | Q2 2024 | 5.7% |
| SCHWAB US DIVIDEND EQUITY ETF | 19 | Q2 2024 | 6.4% |
| VANGUARD GROWTH ETF | 19 | Q2 2024 | 4.4% |
| VANGUARD S&P 500 ETF | 19 | Q2 2024 | 3.7% |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 19 | Q2 2024 | 5.1% |
| MICROSOFT CORP COM | 19 | Q2 2024 | 2.8% |
| VANGUARD SHORT-TERM BOND ETF | 19 | Q2 2024 | 4.6% |
| CHEVRON CORP NEW COM | 19 | Q2 2024 | 2.0% |
View Global Financial Private Client, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-05-16 |
View Global Financial Private Client, 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.