| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 2 | Q2 2024 | 14.0% |
| SCHWAB STRATEGIC TR | 2 | Q2 2024 | 9.0% |
| VANGUARD STAR FDS | 2 | Q2 2024 | 6.1% |
| VANGUARD BD INDEX FDS | 2 | Q2 2024 | 5.6% |
| MICROSOFT CORP | 2 | Q2 2024 | 5.5% |
| VANGUARD CHARLOTTE FDS | 2 | Q2 2024 | 5.1% |
| VANGUARD INTL EQUITY INDEX F | 2 | Q2 2024 | 2.6% |
| SPDR SER TR | 2 | Q2 2024 | 2.5% |
| VANGUARD INTL EQUITY INDEX F | 2 | Q2 2024 | 2.4% |
| VANGUARD WHITEHALL FDS | 2 | Q2 2024 | 2.5% |
View Breakwater Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-06-14 |
View Breakwater Investment Management'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.