Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2010 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
S P D R SP 500 ETF TR EXPIRING 01/22/21 | 44 | Q1 2024 | 25.5% |
SPDR DOW JONES INDL AVRG ETF | 44 | Q1 2024 | 22.9% |
SPDR SP MIDCAP 400 ETF TR | 44 | Q1 2024 | 11.5% |
VANGUARD INDEX FDS | 44 | Q1 2024 | 6.8% |
VANGUARD INDEX FDS | 44 | Q1 2024 | 17.4% |
POWERSHARES ETF TR II | 44 | Q1 2024 | 6.2% |
POWERSHS QQQ TRUST SER 1 | 44 | Q1 2024 | 2.9% |
EXXON MOBIL CORPORATION | 44 | Q1 2024 | 2.2% |
SPDR SERIES TRUST | 44 | Q1 2024 | 5.7% |
ISHARES TR | 44 | Q1 2024 | 2.0% |
View Financial Advisory Group's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-10 |
13F-HR | 2024-02-13 |
13F-HR | 2023-12-07 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-14 |
View Financial Advisory Group'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.