Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2021 |
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.