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Manager Directed Portfolios shares owned by Nwam

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Nwam from 13F filings

Historical chart of Nwam investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Nwam consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Nwam

Quarter filed Position value Share count Share price at filing
2024-09-30 $386k 35k 11.11
2024-03-31 $346k 35k 9.80
2023-12-31 $357k 36k 9.96

More positions owned by Nwam

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus 1000 Grw Etf (IWF)
United Parcel Service CL B (UPS)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Exxon Mobil Corporation (XOM)

View all positions for Nwam

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Colony
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios