Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
iShares Russell 2000 | 23 | Q4 2018 | 18.1% |
iShares Core Total U.S. Bond Market | 23 | Q4 2018 | 10.2% |
SPDR S&P MidCap 400 | 23 | Q4 2018 | 12.5% |
SPDR Technology | 23 | Q4 2018 | 7.3% |
iShares High Yield Corp Bond F | 23 | Q4 2018 | 4.3% |
Vanguard Dividend Appreciation | 23 | Q4 2018 | 2.7% |
iShares S&P 600 Index | 23 | Q4 2018 | 2.9% |
Vanguard Health Care ETF | 23 | Q4 2018 | 1.1% |
iShares S&P Smallcap 600 Growth | 23 | Q4 2018 | 1.0% |
McDonalds Corp | 23 | Q4 2018 | 0.1% |
View Leonetti & Associates, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-02-19 |
13F-HR | 2018-11-15 |
13F-HR | 2018-08-15 |
13F-HR | 2018-05-15 |
13F-HR | 2018-02-15 |
13F-HR | 2017-11-14 |
13F-HR | 2017-08-09 |
13F-HR | 2017-05-04 |
13F-HR | 2017-02-15 |
13F-HR | 2016-11-14 |
View Leonetti & Associates, LLC'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.