Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 28 | Q4 2022 | 13.6% |
SPDR S&P 500 INDEX FUND ETF | 28 | Q4 2022 | 8.5% |
VANGUARD S&P 500 ETF | 28 | Q4 2022 | 5.5% |
VANGUARD INDEX FDS | 28 | Q4 2022 | 6.6% |
VANGUARD TAX-MANAGED INTL FD | 28 | Q4 2022 | 4.8% |
INVESCO S&P 500 LOW VOLATILITY ETF | 28 | Q4 2022 | 4.5% |
VANGUARD TAX EXEMPT BOND ETF | 28 | Q4 2022 | 3.9% |
APPLE INC | 28 | Q4 2022 | 3.0% |
ISHARES TR | 28 | Q4 2022 | 3.8% |
VANGUARD TOTAL STOCK MARKET ETF | 28 | Q4 2022 | 2.4% |
View Sargent Bickham Lagudis LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-27 |
13F-NT | 2024-02-14 |
13F-NT | 2023-11-14 |
13F-NT | 2023-08-09 |
13F-NT | 2023-05-15 |
13F-HR | 2023-01-23 |
13F-HR | 2022-10-27 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-27 |
13F-HR | 2022-01-18 |
View Sargent Bickham Lagudis 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.