| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SGOL | Exit | ABRDN GOLD ETF TRUST | $0 | – | -11,035 | -100.0% | -0.15% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -1,455 | -100.0% | -0.16% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -3,032 | -100.0% | -0.17% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -4,724 | -100.0% | -0.18% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -603 | -100.0% | -0.20% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -13,789 | -100.0% | -0.21% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -3,971 | -100.0% | -0.21% | – |
| SRE | Exit | SEMPRA | $0 | – | -4,874 | -100.0% | -0.25% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -2,089 | -100.0% | -0.27% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -4,321 | -100.0% | -0.31% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -5,025 | -100.0% | -0.31% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,263 | -100.0% | -0.31% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -4,889 | -100.0% | -0.35% | – |
| AAPL | Exit | APPLE INC | $0 | – | -3,411 | -100.0% | -0.44% | – |
| TSLA | Exit | TESLA INC | $0 | – | -2,986 | -100.0% | -0.56% | – |
| SPTL | Exit | SPDR SER TRportfolio ln tsr | $0 | – | -120,699 | -100.0% | -2.38% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -21,115 | -100.0% | -3.10% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -95,401 | -100.0% | -3.18% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -105,988 | -100.0% | -3.49% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -12,125 | -100.0% | -3.58% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -122,049 | -100.0% | -4.58% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -88,786 | -100.0% | -6.82% | – |
| DYLD | Exit | TWO RDS SHARED TRleadershares dy | $0 | – | -526,481 | -100.0% | -8.63% | – |
| ACTV | Exit | TWO RDS SHARED TR | $0 | – | -430,744 | -100.0% | -9.89% | – |
| SQEW | Exit | TWO RDS SHARED TRleadershares eqt | $0 | – | -645,366 | -100.0% | -13.94% | – |
| LSAF | Exit | TWO RDS SHARED TR | $0 | – | -735,038 | -100.0% | -17.50% | – |
| LSAT | Exit | TWO RDS SHARED TR | $0 | – | -748,222 | -100.0% | -18.86% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TWO RDS SHARED TR | 4 | Q3 2023 | 19.2% |
| TWO RDS SHARED TR | 4 | Q3 2023 | 18.3% |
| TWO RDS SHARED TR | 4 | Q3 2023 | 14.5% |
| TWO RDS SHARED TR | 4 | Q3 2023 | 10.3% |
| TWO RDS SHARED TR | 4 | Q3 2023 | 9.8% |
| ISHARES TR | 4 | Q3 2023 | 7.8% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 3.8% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 3.8% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 3.6% |
View Financial Designs Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-04-27 |
View Financial Designs Corp'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.