| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
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 |
|---|---|
| 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 |
| 13F-HR | 2021-11-05 |
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.