| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 2 | Q2 2024 | 27.2% |
| SCHWAB STRATEGIC TR | 2 | Q2 2024 | 9.7% |
| SCHWAB STRATEGIC TR | 2 | Q2 2024 | 9.2% |
| SCHWAB STRATEGIC TR | 2 | Q2 2024 | 9.3% |
| ISHARES TR | 2 | Q2 2024 | 5.4% |
| SCHWAB STRATEGIC TR | 2 | Q2 2024 | 5.1% |
| SCHWAB STRATEGIC TR | 2 | Q2 2024 | 4.2% |
| STRYKER CORPORATION | 2 | Q2 2024 | 2.6% |
| SCHWAB STRATEGIC TR | 2 | Q2 2024 | 2.3% |
| DIMENSIONAL ETF TRUST | 2 | Q2 2024 | 2.3% |
View TruNorth Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-06-17 |
View TruNorth Capital Management, 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.