| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 23 | Q2 2020 | 40.7% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2020 | 18.0% |
| ALPS ETF TR | 23 | Q2 2020 | 5.2% |
| VANGUARD INDEX FDS | 23 | Q2 2020 | 6.5% |
| SPDR DOW JONES INDL AVRG ETF | 23 | Q2 2020 | 2.7% |
| VANGUARD BD INDEX FDS | 23 | Q2 2020 | 5.6% |
| SPDR SER TR | 23 | Q2 2020 | 2.4% |
| VANGUARD INDEX FDS | 23 | Q2 2020 | 1.7% |
| 3M CO | 23 | Q2 2020 | 1.6% |
| CHEVRON CORP NEW | 23 | Q2 2020 | 1.0% |
View Bernicke Wealth Management, Ltd.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ALPS ETF Trust | February 10, 2015 | 93,137 | 3.8% |
View Bernicke Wealth Management, Ltd.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-08-19 |
| 13F-HR | 2020-05-14 |
| 13F-HR | 2020-01-31 |
| 13F-HR | 2019-10-31 |
| 13F-HR | 2019-08-05 |
| 13F-HR | 2019-05-03 |
| 13F-HR/A | 2019-02-11 |
| 13F-HR | 2019-02-11 |
| 13F-HR | 2018-11-08 |
| 13F-HR | 2018-08-10 |
View Bernicke Wealth Management, Ltd.'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.