| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NVIDIA CORPORATION | 7 | Q2 2024 | 31.5% |
| LILLY ELI & CO | 7 | Q2 2024 | 7.2% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 6.3% |
| MICROSOFT CORP | 7 | Q2 2024 | 4.6% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.5% |
| EXXON MOBIL CORP | 7 | Q2 2024 | 3.6% |
| MARSH & MCLENNAN COS INC | 7 | Q2 2024 | 3.2% |
| UNITED PARCEL SERVICE INC | 7 | Q2 2024 | 3.7% |
| VISA INC | 7 | Q2 2024 | 2.9% |
| FISERV INC | 7 | Q2 2024 | 2.7% |
View BUILDER INVESTMENT GROUP INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-24 |
View BUILDER INVESTMENT GROUP INC /ADV'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.