Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 11.0% |
SPDR SER TR | 8 | Q3 2023 | 9.1% |
WISDOMTREE TR | 8 | Q3 2023 | 7.4% |
ISHARES TR | 8 | Q3 2023 | 7.8% |
ISHARES TR | 8 | Q3 2023 | 5.9% |
FIDELITY MERRIMACK STR TR | 8 | Q3 2023 | 7.6% |
WISDOMTREE TR | 8 | Q3 2023 | 6.4% |
VANGUARD MALVERN FDS | 8 | Q3 2023 | 6.3% |
SPDR INDEX SHS FDS | 8 | Q3 2023 | 5.3% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.5% |
View WEALTH MANAGEMENT RESOURCES, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-12 |
13F-HR | 2023-04-11 |
X-17A-5 | 2023-02-27 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-22 |
13F-HR | 2022-04-20 |
View WEALTH MANAGEMENT RESOURCES, INC.'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.