| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 6 | Q3 2023 | 12.0% |
| INVESCO EXCH TRADED FD TR II | 6 | Q3 2023 | 9.5% |
| SPDR S&P 500 ETF TR | 6 | Q3 2023 | 8.3% |
| ISHARES TR | 6 | Q3 2023 | 5.1% |
| APPLE INC | 6 | Q3 2023 | 4.1% |
| INVESCO EXCHANGE TRADED FD T | 6 | Q3 2023 | 3.5% |
| SELECT SECTOR SPDR TR | 6 | Q3 2023 | 3.3% |
| SPDR S&P MIDCAP 400 ETF TR | 6 | Q3 2023 | 2.5% |
| ISHARES U S ETF TR | 6 | Q3 2023 | 2.7% |
| LILLY ELI & CO | 6 | Q3 2023 | 3.1% |
View Intrepid Financial Planning Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-15 |
View Intrepid Financial Planning Group 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.