$109 Million is the total value of RPg Family Wealth Advisory, LLC's 194 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NKE | New | Nike Inc | $6,008,687,000 | – | 96,139 | +100.0% | 5.52% | – |
| CI | New | Cigna Corp | $5,902,659,000 | – | 40,338 | +100.0% | 5.42% | – |
| NVO | New | Novo Nordisk A/S | $5,320,011,000 | – | 91,598 | +100.0% | 4.89% | – |
| FB | New | Facebook Inc | $5,018,447,000 | – | 47,950 | +100.0% | 4.61% | – |
| DIS | New | Walt Disney Co | $4,481,346,000 | – | 42,647 | +100.0% | 4.12% | – |
| SBUX | New | Starbucks Corp | $4,329,603,000 | – | 72,124 | +100.0% | 3.98% | – |
| BAH | New | Booz Allen Hamilton Holding Corp | $4,239,067,000 | – | 137,409 | +100.0% | 3.89% | – |
| UHAL | New | Amerco Inc | $4,227,633,000 | – | 10,854 | +100.0% | 3.88% | – |
| MYGN | New | Myriad Genetics Inc | $4,195,238,000 | – | 97,202 | +100.0% | 3.85% | – |
| CASY | New | Casey's General Stores Inc | $4,113,728,000 | – | 34,153 | +100.0% | 3.78% | – |
| CRI | New | Carter's Inc | $3,970,381,000 | – | 44,596 | +100.0% | 3.65% | – |
| DHI | New | DR Horton Inc | $3,783,928,000 | – | 118,137 | +100.0% | 3.48% | – |
| EDEN | New | iShares MSCI Denmark Capped | $3,688,110,000 | – | 66,036 | +100.0% | 3.39% | – |
| DLS | New | WisdomTree International SmallCp Div ETF | $3,604,930,000 | – | 62,047 | +100.0% | 3.31% | – |
| SIRO | New | Sirona Dental Systems Inc | $3,479,943,000 | – | 31,760 | +100.0% | 3.20% | – |
| EIS | New | iShares MSCI Israel Capped | $3,359,677,000 | – | 68,300 | +100.0% | 3.09% | – |
| JBLU | New | JetBlue Airways Corp | $3,246,764,000 | – | 143,345 | +100.0% | 2.98% | – |
| INCO | New | EGShares India Consumer ETF | $3,206,311,000 | – | 99,854 | +100.0% | 2.94% | – |
| BSCL | New | Guggenheim BulletShrs 2021 Corp Bd ETF | $3,095,748,000 | – | 150,887 | +100.0% | 2.84% | – |
| PRU | New | Prudential Financial Inc | $2,811,819,000 | – | 34,539 | +100.0% | 2.58% | – |
| INFY | New | Infosys Ltd | $2,555,447,000 | – | 152,564 | +100.0% | 2.35% | – |
| BSCH | New | Guggenheim BulletShrs 2017 Corp Bd ETF | $2,179,215,000 | – | 96,768 | +100.0% | 2.00% | – |
| CALM | New | Cal-Maine Foods Inc | $2,165,699,000 | – | 46,735 | +100.0% | 1.99% | – |
| GGM | New | Guggenheim Credit Allocation | $1,992,969,000 | – | 102,256 | +100.0% | 1.83% | – |
| CWB | New | SPDR Barclays Convertible Secs ETF | $1,490,996,000 | – | 34,450 | +100.0% | 1.37% | – |
| FAD | New | First Trust Multi Cap Gr AlphaDEX ETF | $1,306,542,000 | – | 26,278 | +100.0% | 1.20% | – |
| SPHQ | New | PowerShares S&P 500 High Quality ETF | $1,151,897,000 | – | 49,801 | +100.0% | 1.06% | – |
| MANH | New | Manhattan Associates Inc | $1,027,818,000 | – | 15,533 | +100.0% | 0.94% | – |
| BSCG | New | Guggenheim BulletShrs 2016 Corp Bd ETF | $867,633,000 | – | 39,295 | +100.0% | 0.80% | – |
| PEY | New | PowerShares High Yld Eq Div Achiev ETF | $825,297,000 | – | 61,820 | +100.0% | 0.76% | – |
| TOTL | New | SPDR DoubleLine Total Return Tact ETF | $746,641,000 | – | 15,363 | +100.0% | 0.69% | – |
| XOM | New | Exxon Mobil Corporation | $430,595,000 | – | 5,524 | +100.0% | 0.40% | – |
| FV | New | First Trust Dorsey Wright Focus 5 ETF | $427,987,000 | – | 18,220 | +100.0% | 0.39% | – |
| MSFT | New | Microsoft Corp | $402,729,000 | – | 7,259 | +100.0% | 0.37% | – |
| IVV | New | iShares Core S&P 500 | $353,195,000 | – | 1,724 | +100.0% | 0.32% | – |
| AAPL | New | Apple Inc | $334,832,000 | – | 3,181 | +100.0% | 0.31% | – |
| RDSA | New | Royal Dutch Shell PLC ADR Class A | $327,856,000 | – | 7,160 | +100.0% | 0.30% | – |
| VCLT | New | Vanguard Long-Term Corporate Bond ETF | $302,458,000 | – | 3,593 | +100.0% | 0.28% | – |
| BSCM | New | Guggenheim BulletShrs 2022 Corp Bd ETF | $274,942,000 | – | 13,554 | +100.0% | 0.25% | – |
| RYJ | New | Guggenheim Raymond James SB-1 Equity ETF | $225,612,000 | – | 6,927 | +100.0% | 0.21% | – |
| EFA | New | iShares MSCI EAFE | $223,958,000 | – | 3,814 | +100.0% | 0.21% | – |
| BRKB | New | Berkshire Hathaway Inc | $182,479,000 | – | 1,382 | +100.0% | 0.17% | – |
| IEFA | New | iShares Core MSCI EAFE | $178,148,000 | – | 3,276 | +100.0% | 0.16% | – |
| EVN | New | EV Municipal Income | $168,810,000 | – | 12,295 | +100.0% | 0.16% | – |
| BSCJ | New | Guggenheim BulletShrs 2019 Corp Bd ETF | $137,689,000 | – | 6,600 | +100.0% | 0.13% | – |
| GE | New | General Electric Co | $134,287,000 | – | 4,311 | +100.0% | 0.12% | – |
| KMB | New | Kimberly-Clark Corp | $127,300,000 | – | 1,000 | +100.0% | 0.12% | – |
| EPD | New | Enterprise Products Partners LP | $122,784,000 | – | 4,800 | +100.0% | 0.11% | – |
| UAA | New | Under Armour Inc | $122,124,000 | – | 1,515 | +100.0% | 0.11% | – |
| INTC | New | Intel Corp | $120,540,000 | – | 3,499 | +100.0% | 0.11% | – |
| BA | New | Boeing Co | $118,563,000 | – | 820 | +100.0% | 0.11% | – |
| GT | New | Goodyear Tire & Rubber Co | $112,384,000 | – | 3,440 | +100.0% | 0.10% | – |
| TIP | New | iShares TIPS Bond | $105,183,000 | – | 959 | +100.0% | 0.10% | – |
| KO | New | Coca-Cola Co | $103,104,000 | – | 2,400 | +100.0% | 0.10% | – |
| AGG | New | iShares Core US Aggregate Bond | $102,069,000 | – | 945 | +100.0% | 0.09% | – |
| HD | New | Home Depot Inc | $99,187,000 | – | 750 | +100.0% | 0.09% | – |
| BUD | New | Anheuser-Busch Inbev SA | $98,625,000 | – | 789 | +100.0% | 0.09% | – |
| PANW | New | Palo Alto Networks Inc | $97,229,000 | – | 552 | +100.0% | 0.09% | – |
| GOOGL | New | Alphabet Inc Cap Stk Cl A | $96,473,000 | – | 124 | +100.0% | 0.09% | – |
| AIG | New | American International Group Inc | $96,301,000 | – | 1,554 | +100.0% | 0.09% | – |
| DAL | New | Delta Air Lines Inc | $95,043,000 | – | 1,875 | +100.0% | 0.09% | – |
| IGE | New | iShares North American Natural Resources | $94,381,000 | – | 3,354 | +100.0% | 0.09% | – |
| T | New | At&T Inc | $94,008,000 | – | 2,732 | +100.0% | 0.09% | – |
| ADSK | New | Autodesk Inc | $91,395,000 | – | 1,500 | +100.0% | 0.08% | – |
| GPC | New | Genuine Parts Co | $85,890,000 | – | 1,000 | +100.0% | 0.08% | – |
| MAS | New | Masco Corp | $84,900,000 | – | 3,000 | +100.0% | 0.08% | – |
| AMT | New | American Tower Corp | $82,407,000 | – | 850 | +100.0% | 0.08% | – |
| CVX | New | Chevron Corp | $83,123,000 | – | 924 | +100.0% | 0.08% | – |
| LUV | New | Southwest Airlines Co | $81,814,000 | – | 1,900 | +100.0% | 0.08% | – |
| VTI | New | Vanguard Total Stock Market ETF | $79,893,000 | – | 766 | +100.0% | 0.07% | – |
| CHKP | New | Check Point Software Technologies Ltd | $78,124,000 | – | 960 | +100.0% | 0.07% | – |
| HYG | New | iShares iBoxx $ High Yield Corporate Bd | $77,759,000 | – | 965 | +100.0% | 0.07% | – |
| C | New | Citigroup Inc | $77,625,000 | – | 1,500 | +100.0% | 0.07% | – |
| UNH | New | UnitedHealth Group Inc | $73,525,000 | – | 625 | +100.0% | 0.07% | – |
| ET | New | Energy Transfer Equity LP | $74,196,000 | – | 5,400 | +100.0% | 0.07% | – |
| PSL | New | PowerShares DWA Consumer Staples Mom ETF | $69,738,000 | – | 1,228 | +100.0% | 0.06% | – |
| ROST | New | Ross Stores Inc | $69,953,000 | – | 1,300 | +100.0% | 0.06% | – |
| PSX | New | Phillips 66 | $68,303,000 | – | 835 | +100.0% | 0.06% | – |
| ASTC | New | Astrotech Corp | $67,473,000 | – | 44,100 | +100.0% | 0.06% | – |
| CELG | New | Celgene Corp | $65,868,000 | – | 550 | +100.0% | 0.06% | – |
| VGIT | New | Vanguard Intermediate-Term Govt Bd ETF | $64,504,000 | – | 1,001 | +100.0% | 0.06% | – |
| VZ | New | Verizon Communications Inc | $63,737,000 | – | 1,379 | +100.0% | 0.06% | – |
| GILD | New | Gilead Sciences Inc | $61,725,000 | – | 610 | +100.0% | 0.06% | – |
| ALL | New | Allstate Corp | $62,090,000 | – | 1,000 | +100.0% | 0.06% | – |
| PEP | New | PepsiCo Inc | $62,549,000 | – | 626 | +100.0% | 0.06% | – |
| AAL | New | American Airlines Group Inc | $61,513,000 | – | 1,452 | +100.0% | 0.06% | – |
| UGI | New | UGI Corp | $60,768,000 | – | 1,800 | +100.0% | 0.06% | – |
| UAL | New | United Continental Holdings Inc | $57,300,000 | – | 1,000 | +100.0% | 0.05% | – |
| IBB | New | iShares Nasdaq Biotechnology | $57,854,000 | – | 171 | +100.0% | 0.05% | – |
| MRK | New | Merck & Co Inc | $58,102,000 | – | 1,100 | +100.0% | 0.05% | – |
| TBT | New | ProShares UltraShort 20+ Year Treasury | $52,884,000 | – | 1,200 | +100.0% | 0.05% | – |
| TEI | New | Templeton Emerging Markets Income | $51,824,000 | – | 5,198 | +100.0% | 0.05% | – |
| ACN | New | Accenture PLC | $52,250,000 | – | 500 | +100.0% | 0.05% | – |
| ACWI | New | iShares MSCI ACWI | $51,075,000 | – | 915 | +100.0% | 0.05% | – |
| FBT | New | First Trust NYSE Arca Biotech ETF | $50,972,000 | – | 451 | +100.0% | 0.05% | – |
| HRB | New | H&R Block Inc | $49,965,000 | – | 1,500 | +100.0% | 0.05% | – |
| IXJ | New | iShares Global Healthcare | $48,744,000 | – | 475 | +100.0% | 0.04% | – |
| FLOT | New | iShares Floating Rate Bond | $47,716,000 | – | 946 | +100.0% | 0.04% | – |
| PKB | New | PowerShares Dynamic Building & Const ETF | $47,600,000 | – | 2,000 | +100.0% | 0.04% | – |
| VEA | New | Vanguard FTSE Developed Markets ETF | $46,744,000 | – | 1,273 | +100.0% | 0.04% | – |
| EWJ | New | iShares MSCI Japan | $46,734,000 | – | 3,856 | +100.0% | 0.04% | – |
| PG | New | Procter & Gamble Co | $44,787,000 | – | 564 | +100.0% | 0.04% | – |
| ORCL | New | Oracle Corp | $43,836,000 | – | 1,200 | +100.0% | 0.04% | – |
| AVB | New | AvalonBay Communities Inc | $42,718,000 | – | 232 | +100.0% | 0.04% | – |
| BSV | New | Vanguard Short-Term Bond ETF | $42,490,000 | – | 534 | +100.0% | 0.04% | – |
| WMT | New | Wal-Mart Stores Inc | $42,910,000 | – | 700 | +100.0% | 0.04% | – |
| FNCL | New | Fidelity MSCI Financials ETF | $42,308,000 | – | 1,495 | +100.0% | 0.04% | – |
| VTIP | New | Vanguard Short-Term Infl-Prot Secs ETF | $42,209,000 | – | 873 | +100.0% | 0.04% | – |
| ABC | New | AmerisourceBergen Corp | $41,484,000 | – | 400 | +100.0% | 0.04% | – |
| FHLC | New | Fidelity MSCI Health Care ETF | $41,505,000 | – | 1,202 | +100.0% | 0.04% | – |
| JNJ | New | Johnson & Johnson | $39,752,000 | – | 387 | +100.0% | 0.04% | – |
| SYY | New | Sysco Corp | $39,975,000 | – | 975 | +100.0% | 0.04% | – |
| FEN | New | First Trust Energy Inc & Growth | $39,100,000 | – | 1,700 | +100.0% | 0.04% | – |
| GLD | New | SPDR Gold Shares | $37,337,000 | – | 368 | +100.0% | 0.03% | – |
| SCS | New | Steelcase Inc | $35,387,000 | – | 2,375 | +100.0% | 0.03% | – |
| JPM | New | JPMorgan Chase & Co | $35,326,000 | – | 535 | +100.0% | 0.03% | – |
| VCSH | New | Vanguard Short-Term Corporate Bond ETF | $32,464,000 | – | 411 | +100.0% | 0.03% | – |
| BTI | New | British American Tobacco PLC | $32,472,000 | – | 294 | +100.0% | 0.03% | – |
| CCL | New | Carnival Corp | $32,688,000 | – | 600 | +100.0% | 0.03% | – |
| UBS | New | UBS Group AG | $30,585,000 | – | 1,579 | +100.0% | 0.03% | – |
| UTX | New | United Technologies Corp | $30,262,000 | – | 315 | +100.0% | 0.03% | – |
| BAC | New | Bank of America Corporation | $31,017,000 | – | 1,843 | +100.0% | 0.03% | – |
| BWX | New | SPDR Barclays International Trs Bd ETF | $30,719,000 | – | 595 | +100.0% | 0.03% | – |
| HSBC | New | HSBC Holdings PLC | $29,602,000 | – | 750 | +100.0% | 0.03% | – |
| VOO | New | Vanguard 500 ETF | $29,534,000 | – | 158 | +100.0% | 0.03% | – |
| SAP | New | Sap Se Adr | $28,159,000 | – | 356 | +100.0% | 0.03% | – |
| DBC | New | PowerShares DB Commodity Tracking ETF | $28,577,000 | – | 2,139 | +100.0% | 0.03% | – |
| VWO | New | Vanguard FTSE Emerging Markets ETF | $26,822,000 | – | 820 | +100.0% | 0.02% | – |
| MCHI | New | iShares MSCI China | $26,861,000 | – | 602 | +100.0% | 0.02% | – |
| FRC | New | First Republic Bank | $26,424,000 | – | 400 | +100.0% | 0.02% | – |
| YHOO | New | Yahoo! Inc | $25,776,000 | – | 775 | +100.0% | 0.02% | – |
| BNDX | New | Vanguard Total International Bond ETF | $24,800,000 | – | 469 | +100.0% | 0.02% | – |
| DEO | New | Diageo PLC | $24,540,000 | – | 225 | +100.0% | 0.02% | – |
| NGG | New | National Grid PLC | $24,547,000 | – | 353 | +100.0% | 0.02% | – |
| ABB | New | ABB Ltd | $25,318,000 | – | 1,428 | +100.0% | 0.02% | – |
| ABT | New | Abbott Laboratories | $23,802,000 | – | 530 | +100.0% | 0.02% | – |
| NEE | New | NextEra Energy Inc | $23,375,000 | – | 225 | +100.0% | 0.02% | – |
| VSS | New | Vanguard FTSE All-World ex-US Sm-Cp ETF | $23,031,000 | – | 248 | +100.0% | 0.02% | – |
| TM | New | Toyota Motor Corp | $23,377,000 | – | 190 | +100.0% | 0.02% | – |
| IBM | New | International Business Machines Corp | $22,019,000 | – | 160 | +100.0% | 0.02% | – |
| FRT | New | Federal Realty Investment Trust | $21,330,000 | – | 146 | +100.0% | 0.02% | – |
| AAXJ | New | iShares MSCI All Country Asia ex Japan | $20,883,000 | – | 391 | +100.0% | 0.02% | – |
| BOND | New | PIMCO Total Return Active ETF | $20,844,000 | – | 200 | +100.0% | 0.02% | – |
| AMGN | New | Amgen Inc | $20,940,000 | – | 129 | +100.0% | 0.02% | – |
| IYR | New | iShares US Real Estate | $19,670,000 | – | 262 | +100.0% | 0.02% | – |
| IVW | New | iShares S&P 500 Growth | $19,107,000 | – | 165 | +100.0% | 0.02% | – |
| IJT | New | iShares S&P Small-Cap 600 Growth | $18,770,000 | – | 151 | +100.0% | 0.02% | – |
| AOR | New | iShares Core Growth Allocation | $18,468,000 | – | 475 | +100.0% | 0.02% | – |
| EMB | New | iShares JPMorgan USD Emerg Markets Bond | $18,934,000 | – | 179 | +100.0% | 0.02% | – |
| MUFG | New | Mitsubishi UFJ Financial Group Inc | $18,305,000 | – | 2,943 | +100.0% | 0.02% | – |
| IJK | New | iShares S&P Mid-Cap 400 Growth | $18,671,000 | – | 116 | +100.0% | 0.02% | – |
| BB | New | BlackBerry Ltd | $18,560,000 | – | 2,000 | +100.0% | 0.02% | – |
| TRV | New | Travelers Companies Inc | $18,057,000 | – | 160 | +100.0% | 0.02% | – |
| F | New | Ford Motor Co | $17,781,000 | – | 1,262 | +100.0% | 0.02% | – |
| PFE | New | Pfizer Inc | $17,495,000 | – | 542 | +100.0% | 0.02% | – |
| IVE | New | iShares S&P 500 Value | $17,528,000 | – | 198 | +100.0% | 0.02% | – |
| IJJ | New | iShares S&P Mid-Cap 400 Value | $16,994,000 | – | 145 | +100.0% | 0.02% | – |
| IJS | New | iShares S&P Small-Cap 600 Value | $17,089,000 | – | 158 | +100.0% | 0.02% | – |
| MCD | New | McDonald's Corp | $17,130,000 | – | 145 | +100.0% | 0.02% | – |
| COP | New | ConocoPhillips | $17,742,000 | – | 380 | +100.0% | 0.02% | – |
| TRIP | New | TripAdvisor Inc | $17,050,000 | – | 200 | +100.0% | 0.02% | – |
| SLB | New | Schlumberger Ltd | $17,437,000 | – | 250 | +100.0% | 0.02% | – |
| CS | New | Credit Suisse Group | $16,115,000 | – | 743 | +100.0% | 0.02% | – |
| WM | New | Waste Management Inc | $16,011,000 | – | 300 | +100.0% | 0.02% | – |
| MDT | New | Medtronic PLC | $16,076,000 | – | 209 | +100.0% | 0.02% | – |
| CMCSA | New | Comcast Corp | $15,123,000 | – | 268 | +100.0% | 0.01% | – |
| FMS | New | Fresenius Medical Care AG & Co. KGaA | $14,936,000 | – | 357 | +100.0% | 0.01% | – |
| VGK | New | Vanguard FTSE Europe ETF | $15,163,000 | – | 304 | +100.0% | 0.01% | – |
| IJR | New | iShares Core S&P Small-Cap | $13,763,000 | – | 125 | +100.0% | 0.01% | – |
| VNQ | New | Vanguard REIT ETF | $14,112,000 | – | 177 | +100.0% | 0.01% | – |
| VOD | New | Vodafone Group PLC | $14,420,000 | – | 447 | +100.0% | 0.01% | – |
| SMFG | New | Sumitomo Mitsui Financial Group Inc | $14,261,000 | – | 1,879 | +100.0% | 0.01% | – |
| MCHP | New | Microchip Technology Inc | $14,567,000 | – | 313 | +100.0% | 0.01% | – |
| BKLN | New | PowerShares Senior Loan ETF | $12,521,000 | – | 559 | +100.0% | 0.01% | – |
| NOK | New | Nokia Oyj | $13,415,000 | – | 1,911 | +100.0% | 0.01% | – |
| GOLD | New | Randgold Resources Ltd | $13,314,000 | – | 215 | +100.0% | 0.01% | – |
| DB | New | Deutsche Bank AG | $13,524,000 | – | 560 | +100.0% | 0.01% | – |
| SNY | New | Sanofi SA | $12,795,000 | – | 300 | +100.0% | 0.01% | – |
| CAT | New | Caterpillar Inc | $11,553,000 | – | 170 | +100.0% | 0.01% | – |
| TIIAY | New | Telecom Italia SpA | $12,080,000 | – | 955 | +100.0% | 0.01% | – |
| STO | New | Statoil ASA | $11,489,000 | – | 823 | +100.0% | 0.01% | – |
| XLK | New | Technology Select Sector SPDR ETF | $11,992,000 | – | 280 | +100.0% | 0.01% | – |
| VNQI | New | Vanguard Global ex-US Real Estate ETF | $11,753,000 | – | 230 | +100.0% | 0.01% | – |
| RSP | New | Guggenheim S&P 500 Equal Weight ETF | $11,572,000 | – | 151 | +100.0% | 0.01% | – |
| HON | New | Honeywell International Inc | $12,428,000 | – | 120 | +100.0% | 0.01% | – |
| WFC | New | Wells Fargo & Co | $11,578,000 | – | 213 | +100.0% | 0.01% | – |
| ORA | New | Ormat Technologies Inc | $10,941,000 | – | 300 | +100.0% | 0.01% | – |
| XRX | New | Xerox Corporation | $10,630,000 | – | 1,000 | +100.0% | 0.01% | – |
| PCY | New | PowerShares Emerging Markets Sov Dbt ETF | $10,978,000 | – | 402 | +100.0% | 0.01% | – |
| FTNT | New | Fortinet Inc | $10,691,000 | – | 343 | +100.0% | 0.01% | – |
| KMI | New | Kinder Morgan, Inc. | $10,458,000 | – | 701 | +100.0% | 0.01% | – |
| MDLZ | New | Mondelez International Inc | $10,089,000 | – | 225 | +100.0% | 0.01% | – |
| BLD | New | Topbuild Corp | $10,246,000 | – | 333 | +100.0% | 0.01% | – |
| SRC | New | Spirit Realty Capital Inc | $10,020,000 | – | 1,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 31 | Q3 2023 | 5.8% |
| MICROSOFT CORP COM | 31 | Q3 2023 | 4.1% |
| Alphabet Inc Class A Common Stock | 31 | Q3 2023 | 4.4% |
| Exxon Mobil Corporation | 31 | Q3 2023 | 4.8% |
| SPDR SER TR BLOOMBERG BARCLAYS U S CONV | 31 | Q3 2023 | 2.3% |
| ISHARES TR CORE S&P 500 ETF | 31 | Q3 2023 | 1.4% |
| ISHARES TR | 31 | Q3 2023 | 0.3% |
| ISHARES TR MSCI ACWI ETF | 31 | Q3 2023 | 0.4% |
| AMAZON.COM INC | 30 | Q3 2023 | 5.3% |
| VERIZON COMMUNICATIONS INC COM | 30 | Q3 2023 | 3.5% |
View RPg Family Wealth Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View RPg Family Wealth Advisory, 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.