| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP | 27 | Q3 2020 | 13.9% |
| ISHARES TR CORE S&P500 ETF | 27 | Q3 2020 | 9.4% |
| ISHARES TR MSCI EAFE ETF | 27 | Q3 2020 | 6.8% |
| SPDR S&P 500 ETF TR | 27 | Q3 2020 | 4.7% |
| ISHARES TR RUSSELL 2000 ETF | 27 | Q3 2020 | 4.7% |
| ISHARES TR MSCI EMG MKT ETF | 27 | Q3 2020 | 3.8% |
| APPLE INC | 27 | Q3 2020 | 2.9% |
| BOEING CO | 27 | Q3 2020 | 3.3% |
| ISHARES TR RUS 1000 GRW ETF | 27 | Q3 2020 | 3.6% |
| US BANCORP DEL | 27 | Q3 2020 | 1.4% |
View Confluence Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-10-26 |
| 13F-HR | 2020-08-11 |
| 13F-HR | 2020-05-12 |
| 13F-HR/A | 2020-02-07 |
| 13F-HR | 2020-02-05 |
| 13F-HR | 2019-11-08 |
| 13F-HR | 2019-08-09 |
| 13F-HR | 2019-05-13 |
| 13F-HR | 2019-02-12 |
| 13F-HR | 2018-10-23 |
View Confluence 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.