| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2009 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 45 | Q2 2024 | 18.0% |
| VANGUARD WORLD FDS | 45 | Q2 2024 | 12.4% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 11.3% |
| SELECT SECTOR SPDR TR | 45 | Q2 2024 | 9.5% |
| ISHARES TR | 45 | Q2 2024 | 7.2% |
| VANGUARD SPECIALIZED PORTFOL | 45 | Q2 2024 | 6.5% |
| ISHARES TR | 45 | Q2 2024 | 2.5% |
| APPLE INC | 45 | Q2 2024 | 2.9% |
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 2.4% |
| ABBVIE INC | 45 | Q2 2024 | 1.9% |
View Annex Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-27 |
View Annex Advisory Services, 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.