| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 13 | Q2 2024 | 18.0% |
| ISHARES TR | 13 | Q2 2024 | 3.5% |
| VANGUARD INDEX FDS | 13 | Q2 2024 | 2.5% |
| SPDR INDEX SHS FDS | 13 | Q2 2024 | 0.4% |
| SPDR SER TR | 13 | Q2 2024 | 0.2% |
| VANGUARD BD INDEX FDS | 12 | Q2 2024 | 12.0% |
| ISHARES TR | 12 | Q2 2024 | 0.6% |
| HUBBELL INC | 12 | Q2 2024 | 0.5% |
| VANGUARD INDEX FDS | 12 | Q2 2024 | 0.4% |
| ISHARES TR | 12 | Q2 2024 | 0.4% |
View SMI Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-03 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-25 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-19 |
View SMI Advisory Services, 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.