| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 19 | Q4 2017 | 5.1% |
| VANGUARD INDEX FDS | 19 | Q4 2017 | 4.7% |
| VANGUARD TAX MANAGED INTL FD | 19 | Q4 2017 | 4.2% |
| VANGUARD BD INDEX FD INC | 19 | Q4 2017 | 4.3% |
| CONOCOPHILLIPS | 19 | Q4 2017 | 4.6% |
| VANGUARD BD INDEX FD INC | 19 | Q4 2017 | 2.2% |
| ISHARES TR | 19 | Q4 2017 | 3.3% |
| POWERSHARES QQQ TRUST | 19 | Q4 2017 | 3.1% |
| VANGUARD INDEX FDS | 19 | Q4 2017 | 2.2% |
| VANGUARD SCOTTSDALE FDS | 19 | Q4 2017 | 1.8% |
View SII INVESTMENTS INC/WI's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-04-16 |
| 13F-HR | 2018-02-09 |
| D/A | 2018-01-19 |
| 13F-HR | 2017-11-13 |
| 13F-HR | 2017-08-14 |
| 13F-HR | 2017-05-15 |
| 13F-HR | 2017-02-13 |
| D/A | 2017-01-20 |
| D | 2017-01-20 |
| 13F-HR | 2016-11-10 |
View SII INVESTMENTS INC/WI'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.