Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TRUST CORE S&P500 ETF | 27 | Q2 2021 | 19.7% |
ISHARES TRUST IBOXX INV CP ETF | 27 | Q2 2021 | 8.4% |
VANGUARD TOTAL STK MKT ETF | 27 | Q2 2021 | 10.7% |
ISHARES TRUST BARCLAYS 7 10 YR ETF | 27 | Q2 2021 | 5.4% |
VANGUARD MCAP GR IDXVIP ETF | 27 | Q2 2021 | 0.9% |
EXXON MOBIL CORPORATION COM | 27 | Q2 2021 | 0.6% |
VANGUARD SM CP VAL ETF | 27 | Q2 2021 | 1.3% |
AT&T INC COM | 27 | Q2 2021 | 0.3% |
ISHARES TRUST CORE S&P TTL STK ETF | 26 | Q2 2021 | 4.7% |
WAL-MART STORES INC | 26 | Q2 2021 | 0.3% |
View FormulaFolio Investments, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-07-28 |
13F-HR | 2021-05-28 |
13F-HR | 2021-03-02 |
13F-HR | 2020-10-15 |
13F-HR | 2020-08-18 |
13F-HR | 2020-05-14 |
13F-HR | 2020-01-15 |
13F-HR | 2019-10-23 |
13F-HR | 2019-08-12 |
13F-HR | 2019-05-08 |
View FormulaFolio Investments, 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.