| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2024 | 10.1% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 10.1% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 7.7% |
| INVESCO QQQ TR | 3 | Q2 2024 | 5.6% |
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 4.8% |
| ISHARES TR | 3 | Q2 2024 | 4.7% |
| VANGUARD INTL EQUITY INDEX F | 3 | Q2 2024 | 4.2% |
| ISHARES TR | 3 | Q2 2024 | 4.1% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 4.6% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 4.5% |
View Steele Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-16 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-05 |
View Steele Capital Management, 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.