| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 34 | Q2 2024 | 4.0% |
| ISHARES TR | 34 | Q2 2024 | 14.1% |
| ISHARES TR | 34 | Q2 2024 | 6.9% |
| APPLE INC | 34 | Q2 2024 | 1.9% |
| SCHWAB STRATEGIC TR | 34 | Q2 2024 | 2.1% |
| JPMORGAN CHASE & CO. | 34 | Q2 2024 | 1.9% |
| JOHNSON & JOHNSON | 34 | Q2 2024 | 0.6% |
| MERCK & CO INC NEW | 34 | Q2 2024 | 0.7% |
| SCHWAB STRATEGIC TR | 34 | Q2 2024 | 1.1% |
| AT&T INC | 34 | Q2 2024 | 0.5% |
View Alliance Wealth Management Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-10 |
View Alliance Wealth Management Group'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.