| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
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.