| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 1 | Q1 2019 | 13.0% |
| SCHWAB STRATEGIC TR | 1 | Q1 2019 | 6.5% |
| VANGUARD SCOTTSDALE FDS | 1 | Q1 2019 | 6.5% |
| ISHARES US ETF TR | 1 | Q1 2019 | 2.8% |
| SPDR SER TR | 1 | Q1 2019 | 1.6% |
| APPLE INC | 1 | Q1 2019 | 1.4% |
| ISHARES TR | 1 | Q1 2019 | 1.1% |
| ISHARES TR | 1 | Q1 2019 | 1.0% |
| SPDR SERIES TRUST | 1 | Q1 2019 | 0.9% |
| VANGUARD BD INDEX FD INC | 1 | Q1 2019 | 0.9% |
View NEXT Financial Holdings's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-05-13 |
| 13F-NT | 2019-02-11 |
| 13F-NT | 2018-10-09 |
| 13F-NT | 2018-08-10 |
| 13F-NT | 2018-05-16 |
| 13F-NT | 2018-01-16 |
| 13F-NT | 2017-11-08 |
| 13F-NT | 2017-07-12 |
| 13F-NT | 2017-05-08 |
| 13F-NT | 2017-02-02 |
View NEXT Financial Holdings'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.