Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD REIT INDEX ETF | 29 | Q2 2024 | 8.3% |
VANGUARD TOTAL BOND MARKET INDEX FUND | 29 | Q2 2024 | 6.7% |
VANGUARD SHORT-TERM BOND INDEX FUND | 29 | Q2 2024 | 23.2% |
VANGUARD INTL EQUITY INDEX F | 29 | Q2 2024 | 5.5% |
TECHNOLOGY SELECT SECTOR SPDR FUND | 29 | Q2 2024 | 4.3% |
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 29 | Q2 2024 | 2.7% |
VANGUARD LONG-TERM BOND INDEX FUND | 29 | Q2 2024 | 1.8% |
STREETTRACKS INDEX SHS FDS MSCI ACWI EX US ETF | 29 | Q2 2024 | 0.6% |
ISHARES TR | 28 | Q2 2024 | 29.5% |
ISHARES TR | 28 | Q2 2024 | 8.1% |
View Wela Strategies, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-09 |
13F-HR | 2024-07-12 |
13F-HR | 2024-04-15 |
13F-HR | 2024-01-05 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-11 |
13F-HR | 2023-04-10 |
13F-HR | 2023-01-05 |
13F-HR | 2022-10-07 |
13F-HR | 2022-07-06 |
View Wela Strategies, Inc.'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.