Coston, McIsaac & Partners

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Bar Harbor, ME
CIK
0001945037
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 823 287,128 DFA GLOBAL EQUITY I, VIG, AAPL, VTI 13F-HR 1/23/2024 000194503724000001
Q3 2023 823 263,651 DFA GLOBAL EQUITY I, VIG, BRK-B, AAPL 13F-HR 11/14/2023 000194503723000005
Q2 2023 856 290,659 DFA GLOBAL EQUITY I, SCHWAB US TREASURY MONEY INVESTOR, VIG, AAPL 13F-HR 8/1/2023 000194503723000003
Q1 2023 885 268,681 DFA GLOBAL EQUITY I, VIG, AAPL, BRK-B 13F-HR 4/19/2023 000194503723000002
Q4 2022 852 256,912 DFA GLOBAL EQUITY I, VIG, BRK-B, NOBL 13F-HR 2/9/2023 000194503723000001
Q3 2022 783 219,144 DFA GLOBAL EQUITY I, SCHWAB US TREASURY MONEY INVESTOR, VIG, AAPL 13F-HR 10/31/2022 000194503722000002
Q2 2022 529 165,519 VIG, AAPL, BRK-B, NOBL 13F-HR 9/21/2022 000194503722000001