| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES S&P MIDCAP FUND | 35 | Q2 2024 | 7.5% |
| ISHARES S&P SMALL-CAP FUND | 35 | Q2 2024 | 4.9% |
| VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING | 35 | Q2 2024 | 3.3% |
| SPDR S&P TRUST ETF | 35 | Q2 2024 | 2.5% |
| MICROSOFT CORP COM | 35 | Q2 2024 | 2.9% |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 35 | Q2 2024 | 2.5% |
| VANGUARD MID-CAP INDEX FUND | 35 | Q2 2024 | 1.7% |
| ISHARES S&P ETF GROWTH | 35 | Q2 2024 | 2.4% |
| VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD | 35 | Q2 2024 | 2.3% |
| ISHARES CORE S&P ETF S&P 500 INDEX FD | 35 | Q2 2024 | 2.7% |
View NATIONS FINANCIAL GROUP INC, /IA/ /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-11-04 |
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-14 |
View NATIONS FINANCIAL GROUP INC, /IA/ /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.