| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 39 | Q2 2024 | 3.7% |
| VANGUARD TAX-MANAGED INTL FD | 39 | Q2 2024 | 3.4% |
| MICROSOFT CORP | 39 | Q2 2024 | 8.3% |
| AMAZON COM INC | 39 | Q2 2024 | 2.2% |
| APPLE INC | 39 | Q2 2024 | 2.1% |
| VISA INC COM | 39 | Q2 2024 | 1.5% |
| SPDR S&P 500 ETF TR TR | 39 | Q2 2024 | 3.2% |
| ISHARES TR | 39 | Q2 2024 | 1.5% |
| META PLATFORMS INC | 39 | Q2 2024 | 1.4% |
| VANGUARD INTL EQUITY INDEX F | 39 | Q2 2024 | 1.2% |
View SEI INVESTMENTS CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 3 | 2024-09-17 |
| 4 | 2024-09-17 |
| 4 | 2024-08-30 |
| 8-K | 2024-08-30 |
| 4 | 2024-08-28 |
| 4 | 2024-08-27 |
| 4 | 2024-08-23 |
| 144 | 2024-08-21 |
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-13 |
View SEI INVESTMENTS CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.