| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q4 2013 | 12.2% |
| ISHARES TR | 3 | Q4 2013 | 12.2% |
| ISHARES TR | 3 | Q4 2013 | 13.6% |
| POWERSHARES ETF TRUST | 3 | Q4 2013 | 5.3% |
| SPDR S&P 500 ETF TR | 3 | Q4 2013 | 5.3% |
| WISDOMTREE TRUST | 3 | Q4 2013 | 4.5% |
| POWERSHARES GLOBAL ETF TRUST | 3 | Q4 2013 | 4.5% |
| ISHARES TR | 3 | Q4 2013 | 4.9% |
| SPDR SERIES TRUST | 3 | Q4 2013 | 4.0% |
| ISHARES TR | 3 | Q4 2013 | 3.3% |
View Compass Efficient Model Portfolios, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 40-APP | 2014-12-31 |
| 13F-HR | 2014-02-20 |
| APP ORDR | 2014-02-20 |
| APP NTC | 2013-12-04 |
| 13F-HR | 2013-11-19 |
| 40-APP/A | 2013-11-01 |
| 13F-HR | 2013-08-05 |
| D | 2013-07-11 |
| APP ORDR | 2013-07-03 |
| APP NTC | 2013-06-12 |
View Compass Efficient Model Portfolios, 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.