| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q4 2020 | 10.7% |
| APPLE INC | 20 | Q4 2020 | 5.1% |
| WELLS FARGO CO NEW | 20 | Q4 2020 | 4.9% |
| VANGUARD INDEX FDS | 20 | Q4 2020 | 4.6% |
| ISHARES TR | 20 | Q4 2020 | 3.3% |
| ISHARES TR | 20 | Q4 2020 | 2.6% |
| VANGUARD INDEX FDS | 20 | Q4 2020 | 2.2% |
| VANGUARD TAX-MANAGED INTL FD | 20 | Q4 2020 | 1.9% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q4 2020 | 2.0% |
| JOHNSON & JOHNSON | 20 | Q4 2020 | 1.4% |
View ROWLAND CARMICHAEL ADVISORS INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-01-15 |
| 13F-HR | 2020-10-26 |
| 13F-HR | 2020-08-04 |
| 13F-HR | 2020-04-20 |
| 13F-HR | 2020-02-10 |
| 13F-HR | 2020-02-10 |
| 13F-HR | 2020-02-10 |
| 13F-HR | 2020-02-10 |
| 13F-HR | 2020-02-10 |
| 13F-HR | 2020-02-10 |
View ROWLAND CARMICHAEL ADVISORS 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.