| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Ishares Core S&P 500 Etf | 3 | Q2 2015 | 17.6% |
| Claymore Exchange Traded Fd Trust Guggenheim Bulletshares 2018 | 3 | Q2 2015 | 7.9% |
| Ishares Msci Eafe Etf | 3 | Q2 2015 | 6.6% |
| Ishares Intermediate Credit Bond Etf | 3 | Q2 2015 | 4.7% |
| Ishares Core Total Us Bond Market Etf | 3 | Q2 2015 | 4.6% |
| Ishares 3-7 Year Treasury Bond Etf | 3 | Q2 2015 | 3.5% |
| Spdr S&P 500 Etf Trust Unit Ser 1 S&P | 3 | Q2 2015 | 3.1% |
| Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf | 3 | Q2 2015 | 3.2% |
| Ishares Msci Acwi Etf | 3 | Q2 2015 | 3.9% |
| Vanguard Intl Equity Index Fds Total World Stk Index Fd Etf Shs | 3 | Q2 2015 | 3.0% |
View Genesis Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-08-24 |
| 13F-HR | 2015-05-15 |
| 13F-HR | 2015-05-04 |
View Genesis Wealth Advisors, 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.