| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS MID CAP ETF | 29 | Q2 2024 | 11.6% |
| VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF | 29 | Q2 2024 | 11.4% |
| VANGUARD INDEX FDS VALUE ETF | 29 | Q2 2024 | 8.1% |
| VANGUARD INDEX FDS GROWTH ETF | 29 | Q2 2024 | 6.6% |
| ISHARES TR TIPS BD ETF | 29 | Q2 2024 | 8.9% |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 29 | Q2 2024 | 4.7% |
| ISHARES TR CORE US AGGBD ET | 29 | Q2 2024 | 18.2% |
| ISHARES TR RUS 1000 GRW ETF | 29 | Q2 2024 | 6.2% |
| FIRST TR EXCHANGE TRADED FD NO AMER ENERGY | 29 | Q2 2024 | 4.6% |
| VANGUARD SPECIALIZED PORTFOL DIV APP ETF | 29 | Q2 2024 | 3.6% |
View SRS Capital Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-06 |
| N-PX | 2024-08-06 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-24 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-22 |
View SRS Capital Advisors, 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.