Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM USD0.00001 | 19 | Q2 2024 | 5.2% |
ISHARES TRUST UNITED STATES TREASURY | 19 | Q2 2024 | 5.6% |
SPDR SP500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | 19 | Q2 2024 | 3.1% |
ISHARES TR MSCI EAFE MIN VL | 19 | Q2 2024 | 3.1% |
MICROSOFT CORP | 19 | Q2 2024 | 2.2% |
HANCOCK JOHN TAX ADVANTAGE DIVID FD | 19 | Q2 2024 | 3.2% |
ISHARES TR | 19 | Q2 2024 | 4.7% |
ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 19 | Q2 2024 | 2.2% |
ISHARES TR | 19 | Q2 2024 | 1.8% |
COHEN &STEERS TOTAL RETURN RL COM | 19 | Q2 2024 | 2.1% |
View Samalin Investment Counsel, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-27 |
13F-HR | 2024-08-13 |
13F-HR | 2024-05-13 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-10 |
13F-HR/A | 2022-10-14 |
View Samalin Investment Counsel, 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.