| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -17,496 | -100.0% | -0.04% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -6,159 | -100.0% | -0.04% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -1,745 | -100.0% | -0.05% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -1,850 | -100.0% | -0.05% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -3,040 | -100.0% | -0.05% | – |
| SCHY | Exit | SCHWAB STRATEGIC TRinternl divid | $0 | – | -10,153 | -100.0% | -0.05% | – |
| SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -3,182 | -100.0% | -0.05% | – |
| INTC | Exit | INTEL CORP | $0 | – | -6,823 | -100.0% | -0.05% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,694 | -100.0% | -0.05% | – |
| IMCG | Exit | ISHARES TRmrgstr md cp grw | $0 | – | -4,459 | -100.0% | -0.06% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -980 | -100.0% | -0.06% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -6,426 | -100.0% | -0.06% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -670 | -100.0% | -0.06% | – |
| HPQ | Exit | HP INC | $0 | – | -11,383 | -100.0% | -0.06% | – |
| EWC | Exit | ISHARES INCmsci cda etf | $0 | – | -8,786 | -100.0% | -0.06% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -2,802 | -100.0% | -0.06% | – |
| PZA | Exit | INVESCO EXCH TRADED FD TR IInatl amt muni | $0 | – | -14,359 | -100.0% | -0.07% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -7,512 | -100.0% | -0.07% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,420 | -100.0% | -0.07% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -1,343 | -100.0% | -0.08% | – |
| VMC | Exit | VULCAN MATLS CO | $0 | – | -1,743 | -100.0% | -0.08% | – |
| RTM | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $0 | – | -11,602 | -100.0% | -0.08% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -4,011 | -100.0% | -0.08% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -4,914 | -100.0% | -0.09% | – |
| ILCB | Exit | ISHARES TRmorningstr us eq | $0 | – | -7,632 | -100.0% | -0.10% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -9,084 | -100.0% | -0.11% | – |
| OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -2,569 | -100.0% | -0.11% | – |
| FNDF | Exit | SCHWAB STRATEGIC TRschwb fdt int lg | $0 | – | -16,409 | -100.0% | -0.11% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -11,034 | -100.0% | -0.13% | – |
| OMC | Exit | OMNICOM GROUP INC | $0 | – | -8,202 | -100.0% | -0.13% | – |
| SCHR | Exit | SCHWAB STRATEGIC TRint-trm u.s tres | $0 | – | -13,627 | -100.0% | -0.14% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -3,765 | -100.0% | -0.14% | – |
| Exit | CANADIAN PACIFIC KANSAS CITY | $0 | – | -9,174 | -100.0% | -0.15% | – | |
| MRK | Exit | MERCK & CO INC | $0 | – | -6,711 | -100.0% | -0.15% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -9,582 | -100.0% | -0.15% | – |
| IHE | Exit | ISHARES TRu.s. pharma etf | $0 | – | -4,120 | -100.0% | -0.16% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -7,746 | -100.0% | -0.16% | – |
| WMT | Exit | WALMART INC | $0 | – | -4,633 | -100.0% | -0.16% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -10,120 | -100.0% | -0.17% | – |
| AIZ | Exit | ASSURANT INC | $0 | – | -5,589 | -100.0% | -0.18% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -2,746 | -100.0% | -0.18% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -6,735 | -100.0% | -0.20% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -2,892 | -100.0% | -0.20% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -1,821 | -100.0% | -0.20% | – |
| PZT | Exit | INVESCO EXCH TRADED FD TR IIny amt fre mun | $0 | – | -47,443 | -100.0% | -0.22% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -200 | -100.0% | -0.23% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -4,022 | -100.0% | -0.24% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -9,428 | -100.0% | -0.24% | – |
| IGE | Exit | ISHARES TRnorth amern nat | $0 | – | -28,451 | -100.0% | -0.26% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -13,903 | -100.0% | -0.27% | – |
| BYLD | Exit | ISHARES TRyld optim bd | $0 | – | -57,794 | -100.0% | -0.27% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -4,554 | -100.0% | -0.27% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -10,392 | -100.0% | -0.29% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -33,685 | -100.0% | -0.29% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -13,957 | -100.0% | -0.30% | – |
| DECK | Exit | DECKERS OUTDOOR CORP | $0 | – | -2,686 | -100.0% | -0.30% | – |
| DGT | Exit | SPDR SER TRglb dow etf | $0 | – | -12,723 | -100.0% | -0.30% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -11,496 | -100.0% | -0.33% | – |
| MDYG | Exit | SPDR SER TRs&p 400 mdcp grw | $0 | – | -22,438 | -100.0% | -0.34% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -32,680 | -100.0% | -0.36% | – |
| PFE | Exit | PFIZER INC | $0 | – | -50,275 | -100.0% | -0.37% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -15,568 | -100.0% | -0.37% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -4,806 | -100.0% | -0.37% | – |
| XBI | Exit | SPDR SER TRs&p biotech | $0 | – | -24,105 | -100.0% | -0.39% | – |
| FREL | Exit | FIDELITY COVINGTON TRUSTmsci rl est etf | $0 | – | -78,010 | -100.0% | -0.39% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -13,732 | -100.0% | -0.44% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -15,998 | -100.0% | -0.48% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -91,600 | -100.0% | -0.48% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -4,831 | -100.0% | -0.48% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -5,311 | -100.0% | -0.50% | – |
| SAM | Exit | BOSTON BEER INCcl a | $0 | – | -6,383 | -100.0% | -0.55% | – |
| VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -10,466 | -100.0% | -0.57% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -16,742 | -100.0% | -0.57% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -40,128 | -100.0% | -0.61% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -29,935 | -100.0% | -0.62% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -56,634 | -100.0% | -0.63% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -6,952 | -100.0% | -0.63% | – |
| WRB | Exit | BERKLEY W R CORP | $0 | – | -46,672 | -100.0% | -0.65% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -10,906 | -100.0% | -0.66% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -26,054 | -100.0% | -0.66% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -37,682 | -100.0% | -0.67% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -34,245 | -100.0% | -0.68% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -45,385 | -100.0% | -0.69% | – |
| PJT | Exit | PJT PARTNERS INC | $0 | – | -40,600 | -100.0% | -0.71% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -10,332 | -100.0% | -0.72% | – |
| IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -35,674 | -100.0% | -0.72% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -86,120 | -100.0% | -0.72% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -56,071 | -100.0% | -0.73% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -49,282 | -100.0% | -0.74% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -35,899 | -100.0% | -0.74% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -44,812 | -100.0% | -0.75% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -23,498 | -100.0% | -0.78% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -49,831 | -100.0% | -0.82% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -92,395 | -100.0% | -0.84% | – |
| IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -10,053 | -100.0% | -0.84% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -20,634 | -100.0% | -0.88% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -59,761 | -100.0% | -0.95% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -39,580 | -100.0% | -0.96% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -102,210 | -100.0% | -1.13% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -41,292 | -100.0% | -1.16% | – |
| SPSM | Exit | SPDR SER TRportfolio s&p600 | $0 | – | -149,149 | -100.0% | -1.21% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -33,879 | -100.0% | -1.26% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -143,038 | -100.0% | -1.30% | – |
| DPZ | Exit | DOMINOS PIZZA INC | $0 | – | -16,126 | -100.0% | -1.34% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -33,924 | -100.0% | -1.55% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -118,285 | -100.0% | -1.70% | – |
| SSO | Exit | PROSHARES TR | $0 | – | -148,552 | -100.0% | -1.74% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -53,134 | -100.0% | -1.80% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -92,474 | -100.0% | -1.82% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -80,665 | -100.0% | -1.84% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -89,785 | -100.0% | -1.99% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -49,203 | -100.0% | -2.05% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -46,872 | -100.0% | -2.19% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -151,176 | -100.0% | -2.40% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -49,318 | -100.0% | -2.70% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -96,817 | -100.0% | -2.79% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -81,692 | -100.0% | -2.79% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -195,474 | -100.0% | -2.91% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -31,127 | -100.0% | -2.94% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -64,920 | -100.0% | -3.06% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -40,328 | -100.0% | -3.18% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -292,635 | -100.0% | -3.25% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -156,709 | -100.0% | -3.60% | – |
| AAPL | Exit | APPLE INC | $0 | – | -101,248 | -100.0% | -3.81% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -253,285 | -100.0% | -4.19% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -139,010 | -100.0% | -4.88% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 5.8% |
| ISHARES TR | 42 | Q3 2023 | 6.4% |
| ISHARES TR | 42 | Q3 2023 | 10.1% |
| VANGUARD SPECIALIZED FUNDS | 42 | Q3 2023 | 4.7% |
| Vanguard Msci Us Sm Cap Growth | 42 | Q3 2023 | 4.3% |
| Ishares Tr S&P Midcap S&P Midcap 400 Ind | 42 | Q3 2023 | 4.0% |
| ISHARES TR | 42 | Q3 2023 | 4.3% |
| ISHARES TR | 42 | Q3 2023 | 3.9% |
| Ishares Tr S&P 500 Barra Val | 42 | Q3 2023 | 3.9% |
| PEPSICO INC | 42 | Q3 2023 | 3.7% |
View Asset Management Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Asset Management Group, 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.