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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

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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
2025-09-30 $0 45 0.00
2025-06-30 $0 45 0.00
2024-09-30 $0 45 0.00
2024-06-30 $0 45 0.00
2024-03-31 $999 45 22.22
2023-12-31 $999 45 22.22

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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 Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Waterstone Financial

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View all funds holding Waterstone Financial