| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 23 | Q2 2024 | 8.1% |
| ISHARES TR | 23 | Q2 2024 | 10.1% |
| ISHARES TR | 23 | Q2 2024 | 9.3% |
| ISHARES TR | 23 | Q2 2024 | 6.3% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 3.7% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 4.7% |
| SPDR S&P 500 ETF TR | 23 | Q2 2024 | 3.4% |
| ISHARES TR | 23 | Q2 2024 | 10.7% |
| INVESCO EXCHANGE TRADED FD T | 23 | Q2 2024 | 3.7% |
| SPDR SER TR | 23 | Q2 2024 | 4.4% |
View Pensionmark Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-15 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
View Pensionmark Financial 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.