Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2014 |
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.