| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 20 | Q1 2021 | 36.7% |
| VANGUARD WHITEHALL FDS INC | 20 | Q1 2021 | 23.6% |
| VANGUARD INDEX FDS | 20 | Q1 2021 | 11.1% |
| VANGUARD INDEX FDS | 20 | Q1 2021 | 8.6% |
| VANGUARD INDEX FDS | 20 | Q1 2021 | 4.6% |
| VANGUARD INDEX FDS | 20 | Q1 2021 | 2.1% |
| ISHARES TR | 20 | Q1 2021 | 2.0% |
| MICROSOFT CORP | 20 | Q1 2021 | 2.2% |
| APPLE INC | 20 | Q1 2021 | 1.9% |
| ISHARES TR | 20 | Q1 2021 | 1.4% |
View Sullivan, Bruyette, Speros & Blaney, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-05-10 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-12 |
| 13F-HR | 2020-05-05 |
| 13F-HR | 2020-02-13 |
| 13F-HR | 2019-11-14 |
| 13F-HR | 2019-08-05 |
| 13F-HR | 2019-05-08 |
| 13F-HR | 2019-02-07 |
View Sullivan, Bruyette, Speros & Blaney, 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.