| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 1 | Q2 2024 | 36.1% |
| BERKSHIRE HATHAWAY INC DEL | 1 | Q2 2024 | 24.0% |
| SPROTT PHYSICAL GOLD TR | 1 | Q2 2024 | 6.1% |
| BERKSHIRE HATHAWAY INC DEL | 1 | Q2 2024 | 4.4% |
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 4.3% |
| DIMENSIONAL ETF TRUST | 1 | Q2 2024 | 2.8% |
| ALPHABET INC | 1 | Q2 2024 | 2.0% |
| APPLE INC | 1 | Q2 2024 | 1.9% |
| FLEXSHARES TR | 1 | Q2 2024 | 1.3% |
| VANGUARD SCOTTSDALE FDS | 1 | Q2 2024 | 1.2% |
View BLACK POINT WEALTH MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-09 |
View BLACK POINT WEALTH 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.