| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | 14 | Q1 2017 | 16.9% |
| VANGUARD BD INDEX FD INC | 14 | Q1 2017 | 13.1% |
| ISHARES TR | 14 | Q1 2017 | 8.0% |
| VANGUARD SCOTTSDALE FDS | 14 | Q1 2017 | 7.5% |
| ISHARES TR | 14 | Q1 2017 | 7.1% |
| ISHARES TR | 14 | Q1 2017 | 4.2% |
| ISHARES TR | 14 | Q1 2017 | 2.9% |
| VANGUARD INTL EQUITY INDEX F | 14 | Q1 2017 | 4.3% |
| APPLE INC | 14 | Q1 2017 | 1.5% |
| ISHARES TR | 14 | Q1 2017 | 3.5% |
View LBA Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-05-09 |
| 13F-HR | 2017-02-10 |
| 13F-HR | 2016-11-10 |
| 13F-HR | 2016-08-12 |
| 13F-HR | 2016-05-05 |
| 13F-HR | 2016-02-03 |
| 13F-HR | 2015-11-03 |
| 13F-HR | 2015-08-12 |
| 13F-HR | 2015-05-01 |
| 13F-HR | 2015-02-04 |
View LBA Wealth Management, 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.