| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Ishares Iboxx Investment Grade Corp Bond | 40 | Q3 2023 | 4.5% |
| Ishares National Muni Bond | 40 | Q3 2023 | 2.8% |
| SPDR S&P 500 Trust ETF | 40 | Q3 2023 | 12.5% |
| Microsoft | 40 | Q3 2023 | 2.9% |
| Ishares S&P Short Term Nat'l Muni Bond | 40 | Q3 2023 | 2.2% |
| Blackrock | 40 | Q3 2023 | 2.4% |
| Visa | 40 | Q3 2023 | 2.0% |
| JP Morgan Chase | 40 | Q3 2023 | 2.0% |
| Union Pacific | 40 | Q3 2023 | 1.8% |
| Comcast Cl A | 40 | Q3 2023 | 1.7% |
View Wunderlich Capital Managemnt's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR/A | 2023-11-15 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Wunderlich Capital Managemnt'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.