| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ERIE INDTY CO | 14 | Q2 2024 | 6.5% |
| SCHWAB US AGGREGATE BONDETF | 12 | Q2 2024 | 6.4% |
| SCHWAB US SMALL CAP ETF | 12 | Q2 2024 | 3.8% |
| SCHWAB STRATEGIC TR | 12 | Q2 2024 | 5.3% |
| SPDR SER TR | 12 | Q2 2024 | 1.9% |
| HERSHEY CO | 12 | Q2 2024 | 0.8% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 8.0% |
| SCHWAB US LARGE CAP ETF | 11 | Q2 2024 | 3.7% |
| VERIZON COMMUNICATN | 11 | Q2 2024 | 3.4% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 4.6% |
View Econ Financial Services Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-05 |
| 13F-HR | 2022-07-19 |
View Econ Financial Services Corp'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.