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Waterstone Financial shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Waterstone Financial (WSBF) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Waterstone Financial

Tip: Access up to 7 years of quarterly data

All positions including Waterstone Financial held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Waterstone Financial by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $999 45 22.22

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Bank of New York Mellon Corporation (BK)

View all positions for Efficient Wealth Management

Top funds holding Waterstone Financial

Dimensional Fund Advisors
Vanguard Group
rhino investment partners
Brandywine Global Investment Management
Dean Investment Associates
Foundry Partners
Charles Schwab Investment Management
Federated Investors
Goldman Sachs Group
Bank of New York Mellon
John G.Ullman & Associates
Dean Capital Management
Two Sigma Advisers
Legato Capital Management
Arrowstreet Capital, Limited Partnership

View all funds holding Waterstone Financial