| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 27.9% |
| INVESCO QQQ TRUST SERIES | 19 | Q2 2024 | 18.8% |
| SCHWAB U.S. LARGECAP GROW | 19 | Q2 2024 | 12.0% |
| SCHWAB US DIVIDEND EQUITY ETF | 19 | Q2 2024 | 5.6% |
| ISHARES INC | 19 | Q2 2024 | 6.0% |
| TECHNOLOGY SELECT SECTOR SPDR ETF IV | 19 | Q2 2024 | 3.5% |
| SPDR S&P 500 ETF TRUST | 19 | Q2 2024 | 3.1% |
| SCHWAB US LARGECAP ETF | 19 | Q2 2024 | 2.7% |
| APPLE INC | 19 | Q2 2024 | 2.1% |
| ALPHABET INC. CLASS | 19 | Q2 2024 | 0.7% |
View ROVIN CAPITAL /UT/ /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-03-12 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-05 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-06-13 |
View ROVIN CAPITAL /UT/ /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.