Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB US LARGE CAP ETF | 6 | Q1 2021 | 19.9% |
Schwab US Mid-Cap ETF | 6 | Q1 2021 | 12.4% |
INVESCO QQQ TRUST UNIT SER 1 ETF | 6 | Q1 2021 | 8.8% |
SCHWAB STRATEGIC TR INTL EQUITY ETF | 6 | Q1 2021 | 7.4% |
SCHWAB US SMALL CAP ETF | 6 | Q1 2021 | 7.2% |
SHERWIN-WILLIAMS CO COM | 6 | Q1 2021 | 5.4% |
ARK INNOVATION ETF | 6 | Q1 2021 | 3.3% |
ISHARES TRUST RUS MD CP GR ETF | 6 | Q1 2021 | 2.3% |
SPDR S&P 500 VALUE ETF | 6 | Q1 2021 | 2.0% |
ILLINOIS TOOL WORKS INC COM | 6 | Q1 2021 | 1.7% |
View Lighthouse Financial Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-05-10 |
13F-HR | 2021-01-25 |
13F-HR | 2020-10-26 |
13F-HR | 2020-08-05 |
13F-HR | 2020-05-08 |
13F-HR | 2020-02-06 |
View Lighthouse Financial Advisors, Inc.'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.