Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 30 | Q3 2020 | 10.4% |
ISHARES TR | 30 | Q3 2020 | 10.4% |
VANGUARD TAX-MANAGED INTL FD | 30 | Q3 2020 | 10.4% |
ISHARES TR | 30 | Q3 2020 | 7.0% |
ISHARES TR | 30 | Q3 2020 | 6.1% |
ISHARES TR | 30 | Q3 2020 | 12.7% |
VANGUARD INDEX FDS | 30 | Q3 2020 | 3.6% |
VANGUARD INDEX FDS | 30 | Q3 2020 | 2.7% |
ISHARES TR | 30 | Q3 2020 | 5.4% |
VANGUARD INDEX FDS | 30 | Q3 2020 | 6.1% |
View LifePlan Financial Group, Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-10-30 |
13F-HR | 2020-07-30 |
13F-HR | 2020-04-06 |
13F-HR | 2020-01-09 |
13F-HR | 2019-10-15 |
13F-HR | 2019-07-15 |
13F-HR | 2019-04-08 |
13F-HR/A | 2019-01-11 |
13F-HR | 2019-01-10 |
13F-HR | 2018-10-09 |
View LifePlan Financial Group, Inc'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.