$136 Million is the total value of Econ Financial Services Corp's 185 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSV | New | VANGUARD SHORT-TERM BONDETF IVetf | $9,406,000 | – | 116,372 | +100.0% | 6.94% | – |
| VCLT | New | VANGUARD LONG TERM COR BD ETFetf | $8,586,000 | – | 81,127 | +100.0% | 6.33% | – |
| VCIT | New | VANGUARD INTERMEDIATE TERM COR ETFetf | $7,171,000 | – | 77,304 | +100.0% | 5.29% | – |
| BNDX | New | VANGUARD TOTAL INTERNATIONAL BND ETFetf | $5,917,000 | – | 107,276 | +100.0% | 4.36% | – |
| SCHA | New | SCHWAB US SMALL CAP ETFetf | $4,613,000 | – | 45,052 | +100.0% | 3.40% | – |
| HYLB | New | XTRACKERS USD HIGH YIELDCOR BND ETFetf | $4,393,000 | – | 110,267 | +100.0% | 3.24% | – |
| SPYV | New | SPDR S&P 500 VALUE ETFetf | $4,315,000 | – | 102,735 | +100.0% | 3.18% | – |
| SPYD | New | SPDR S&P 500 HIGH DIVIDEND ETF IVetf | $4,168,000 | – | 99,123 | +100.0% | 3.07% | – |
| VWO | New | VANGUARD FTSE EMERGING MARK ETF IVetf | $3,845,000 | – | 77,739 | +100.0% | 2.84% | – |
| VB | New | VANGUARD SMALL CAP ETF IVetf | $3,392,000 | – | 15,009 | +100.0% | 2.50% | – |
| IWR | New | ISHARES RUSSELL MID CAP ETF IV | $3,143,000 | – | 37,865 | +100.0% | 2.32% | – |
| XLE | New | ENERGY SELECT SECTOR SPDR ETF IVetf | $3,117,000 | – | 56,160 | +100.0% | 2.30% | – |
| SCHX | New | SCHWAB US LARGE CAP ETFetf | $3,109,000 | – | 83 | +100.0% | 2.29% | – |
| SCHF | New | SCHWAB INTERNATIONAL EQUITY ETFetf | $3,103,000 | – | 6,301 | +100.0% | 2.29% | – |
| TIP | New | ISHARES TIPS BOND ETFetf | $2,922,000 | – | 22,618 | +100.0% | 2.16% | – |
| RSP | New | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $2,916,000 | – | 17,919 | +100.0% | 2.15% | – |
| VO | New | VANGUARD MID CAP ETFetf | $2,815,000 | – | 11,051 | +100.0% | 2.08% | – |
| SCHC | New | SCHWAB INTERNATNAL SMALLCAP EQY ETFetf | $2,720,000 | – | 16,978 | +100.0% | 2.01% | – |
| IBM | New | IBM CORP | $2,445,000 | – | 18,292 | +100.0% | 1.80% | – |
| XLU | New | SELECT SECTOR UTI SELECTSPDR ETFetf | $2,084,000 | – | 29,109 | +100.0% | 1.54% | – |
| GILD | New | GILEAD SCIENCES INC | $1,937,000 | – | 26,676 | +100.0% | 1.43% | – |
| HYD | New | VANECK HIGH YIELD MUNI ETFetf | $1,928,000 | – | 30,885 | +100.0% | 1.42% | – |
| VTEB | New | VANGUARD MUNI BND TAX EXEMPT ETFetf | $1,898,000 | – | 34,571 | +100.0% | 1.40% | – |
| MUB | New | ISHARES NATIONAL MUNI BOND ETFetf | $1,842,000 | – | 15,838 | +100.0% | 1.36% | – |
| PPL | New | PPL CORP | $1,710,000 | – | 56,878 | +100.0% | 1.26% | – |
| XLV | New | SELECT SECTOR HEALTH CARE SPD ETF IVetf | $1,655,000 | – | 11,750 | +100.0% | 1.22% | – |
| VEA | New | VANGUARD FTSE DEVELOPED MKTS ETF IVetf | $1,641,000 | – | 32,143 | +100.0% | 1.21% | – |
| PZA | New | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFetf | $1,440,000 | – | 53,123 | +100.0% | 1.06% | – |
| CLX | New | CLOROX CO | $1,408,000 | – | 8,073 | +100.0% | 1.04% | – |
| SCZ | New | ISHARES MSCI EAFE SMALL CAP ETF | $1,241,000 | – | 17,509 | +100.0% | 0.92% | – |
| KHC | New | KRAFT HEINZ CO | $1,181,000 | – | 32,909 | +100.0% | 0.87% | – |
| SLV | New | ISHARES SILVER TRUST ETF IVetf | $1,113,000 | – | 51,734 | +100.0% | 0.82% | – |
| AEP | New | AMER ELECTRIC PWR CO | $1,106,000 | – | 12,433 | +100.0% | 0.82% | – |
| SHM | New | SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETFetf | $1,087,000 | – | 22,101 | +100.0% | 0.80% | – |
| INTC | New | INTEL CORP | $1,065,000 | – | 20,688 | +100.0% | 0.78% | – |
| USHY | New | ISHARES BROAD USD HG YLDCRP BND ETFetf | $1,013,000 | – | 24,592 | +100.0% | 0.75% | – |
| UGI | New | U G I CORP | $989,000 | – | 21,541 | +100.0% | 0.73% | – |
| SUB | New | ISHARES SHORT TERM NTNL MUN BND ETFetf | $980,000 | – | 9,130 | +100.0% | 0.72% | – |
| FNB | New | F N B CORP PA | $974,000 | – | 80,318 | +100.0% | 0.72% | – |
| SCHZ | New | SCHWAB US AGGREGATE BONDETFetf | $944,000 | – | 27,315 | +100.0% | 0.70% | – |
| HYMB | New | SPDR NUVEEN BLMG HG YL MP BND ETFetf | $943,000 | – | 15,689 | +100.0% | 0.70% | – |
| CPB | New | CAMPBELL SOUP CO | $920,000 | – | 21,177 | +100.0% | 0.68% | – |
| FCX | New | FREEPORT-MCMORAN INC | $905,000 | – | 21,690 | +100.0% | 0.67% | – |
| EMB | New | ISHARES JPMORGAN USD MTSBOND ETFetf | $873,000 | – | 8,007 | +100.0% | 0.64% | – |
| WEN | New | WENDYS CO | $868,000 | – | 36,413 | +100.0% | 0.64% | – |
| BDN | New | BRANDYWINE REALTY TR REIT | $861,000 | – | 64,177 | +100.0% | 0.64% | – |
| SLB | New | SCHLUMBERGER LTD F | $860,000 | – | 28,722 | +100.0% | 0.63% | – |
| WFC | New | WELLS FARGO & CO | $851,000 | – | 17,733 | +100.0% | 0.63% | – |
| ERIE | New | ERIE INDEMNITY CO CLASS Aclass a | $848,000 | – | 4,400 | +100.0% | 0.62% | – |
| DOW | New | DOW INC | $842,000 | – | 14,837 | +100.0% | 0.62% | – |
| DIS | New | WALT DISNEY CO | $815,000 | – | 5,261 | +100.0% | 0.60% | – |
| SGOL | New | ABERDEEN STNDRD PHY SWISS GLD ETF IVetf | $813,000 | – | 46,315 | +100.0% | 0.60% | – |
| WBA | New | WALGREENS BOOTS ALLI | $738,000 | – | 14,153 | +100.0% | 0.54% | – |
| VCSH | New | VANGUARD SHORT TERM COR BD ETFetf | $667,000 | – | 8,210 | +100.0% | 0.49% | – |
| PSX | New | PHILLIPS 66 | $632,000 | – | 8,206 | +100.0% | 0.47% | – |
| FLOT | New | ISHARES FLOATING RATE BOND ETF IVetf | $607,000 | – | 11,957 | +100.0% | 0.45% | – |
| VGLT | New | VANGUARD LONG TERM TREASURY ETFetf | $568,000 | – | 6,356 | +100.0% | 0.42% | – |
| MMM | New | 3M CO | $565,000 | – | 3,182 | +100.0% | 0.42% | – |
| PFFD | New | GLOBAL X US PREFERRED ETFetf | $546,000 | – | 21,195 | +100.0% | 0.40% | – |
| DEM | New | WISDOMTREE EMRG MRKT HG DIV ETFetf | $541,000 | – | 12,477 | +100.0% | 0.40% | – |
| GUNR | New | FLEXSHARES UPSTREAM NA IDX ETF IVetf | $499,000 | – | 8,224 | +100.0% | 0.37% | – |
| GOVT | New | ISHARES US TREASURY BONDETFetf | $499,000 | – | 18,688 | +100.0% | 0.37% | – |
| VIRT | New | VIRTU FINL INCORPORA0050CLASS Aclass a | $494,000 | – | 17,132 | +100.0% | 0.36% | – |
| WRE | New | WASHINGTON REIT | $481,000 | – | 18,603 | +100.0% | 0.36% | – |
| BXP | New | BOSTON PROPERTIES REIT | $474,000 | – | 4,118 | +100.0% | 0.35% | – |
| UAL | New | UNITED AIRLINES HLDGS | $407,000 | – | 9,295 | +100.0% | 0.30% | – |
| DBX | New | DROPBOX INC | $407,000 | – | 16,592 | +100.0% | 0.30% | – |
| BCI | New | ABRDN BLMBRG ALL CM SG K1 FR ETFetf | $401,000 | – | 17,428 | +100.0% | 0.30% | – |
| AMCR | New | AMCOR PLC F | $358,000 | – | 29,846 | +100.0% | 0.26% | – |
| OLLI | New | OLLIES BARGAIN OUTLET HO | $314,000 | – | 6,130 | +100.0% | 0.23% | – |
| PNC | New | PNC FINL SERVICES | $308,000 | – | 2,057 | +100.0% | 0.23% | – |
| XOM | New | EXXON MOBIL CORP | $284,000 | – | 4,641 | +100.0% | 0.21% | – |
| HPE | New | HEWLETT PACKARD ENTERPRI | $283,000 | – | 17,950 | +100.0% | 0.21% | – |
| ES | New | EVERSOURCE ENERGY | $232,000 | – | 2,555 | +100.0% | 0.17% | – |
| HALO | New | HALOZYME THERAPEUTIC | $202,000 | – | 5,025 | +100.0% | 0.15% | – |
| RCL | New | ROYAL CARIBBEAN GROUP F | $193,000 | – | 2,507 | +100.0% | 0.14% | – |
| BGS | New | B & G FOODS INC | $191,000 | – | 6,222 | +100.0% | 0.14% | – |
| JNJ | New | JOHNSON & JOHNSON | $191,000 | – | 1,116 | +100.0% | 0.14% | – |
| SCHE | New | SCHWAB EMERGING MARKETS EQUITY ETFetf | $187,000 | – | 66,462 | +100.0% | 0.14% | – |
| DBEF | New | XTRACKERS MSCI EAFE HDGDEQY ETFetf | $184,000 | – | 4,682 | +100.0% | 0.14% | – |
| HSY | New | HERSHEY CO | $157,000 | – | 814 | +100.0% | 0.12% | – |
| VTWO | New | VANGUARD RUSSELL 2000 ETF IVetf | $152,000 | – | 1,693 | +100.0% | 0.11% | – |
| DAL | New | DELTA AIR LINES INC DEL | $152,000 | – | 3,895 | +100.0% | 0.11% | – |
| AMWL | New | AMERICAN WELL CORP CLASS Aclass a | $130,000 | – | 21,446 | +100.0% | 0.10% | – |
| XME | New | SPDR S&P METALS & MININGETFetf | $117,000 | – | 2,609 | +100.0% | 0.09% | – |
| SMB | New | VANECK SHORT MUNI ETFetf | $115,000 | – | 6,405 | +100.0% | 0.08% | – |
| COST | New | COSTCO WHOLESALE CO | $114,000 | – | 200 | +100.0% | 0.08% | – |
| HUBB | New | HUBBELL INC | $109,000 | – | 525 | +100.0% | 0.08% | – |
| HD | New | HOME DEPOT INC | $89,000 | – | 214 | +100.0% | 0.07% | – |
| BIG | New | BIG LOTS INC | $89,000 | – | 1,970 | +100.0% | 0.07% | – |
| HQY | New | HEALTHEQUITY INC | $88,000 | – | 2,000 | +100.0% | 0.06% | – |
| PENN | New | PENN NTNL GAMING | $83,000 | – | 1,600 | +100.0% | 0.06% | – |
| AAPL | New | APPLE INC | $58,000 | – | 326 | +100.0% | 0.04% | – |
| IJR | New | ISHARES CORE S&P SMALL CAP ETF IVetf | $54,000 | – | 473 | +100.0% | 0.04% | – |
| GDX | New | VANECK GOLD MINERS ETFetf | $52,000 | – | 1,612 | +100.0% | 0.04% | – |
| ACCO | New | ACCO BRANDS CORP | $46,000 | – | 5,532 | +100.0% | 0.03% | – |
| SPMD | New | SPDR PORTFOLIO S&P 400 MID CAP ETFetf | $38,000 | – | 760 | +100.0% | 0.03% | – |
| DUK | New | DUKE ENERGY CORP | $38,000 | – | 358 | +100.0% | 0.03% | – |
| AMGN | New | AMGEN INC. | $34,000 | – | 151 | +100.0% | 0.02% | – |
| VZ | New | VERIZON COMMUNICATN | $32,000 | – | 620 | +100.0% | 0.02% | – |
| AMZN | New | AMAZON.COM INC | $33,000 | – | 46 | +100.0% | 0.02% | – |
| PFE | New | PFIZER INC | $31,000 | – | 533 | +100.0% | 0.02% | – |
| CSCO | New | CISCO SYSTEMS INC | $29,000 | – | 464 | +100.0% | 0.02% | – |
| TEL | New | TE CONNECTIVITY LTD F | $28,000 | – | 172 | +100.0% | 0.02% | – |
| T | New | A T & T INC | $26,000 | – | 1,051 | +100.0% | 0.02% | – |
| FB | New | META PLATFORMS INC CLASS Aclass a | $24,000 | – | 72 | +100.0% | 0.02% | – |
| MET | New | METLIFE INC | $18,000 | – | 285 | +100.0% | 0.01% | – |
| IYT | New | ISHARES US TRANSPORTATION ETFetf | $18,000 | – | 66 | +100.0% | 0.01% | – |
| CWH | New | CAMPING WORLD HOLDINGS ICLASS Aclass a | $16,000 | – | 385 | +100.0% | 0.01% | – |
| OHI | New | OMEGA HLTHCARE INVTS REIT | $16,000 | – | 538 | +100.0% | 0.01% | – |
| STOR | New | STORE CAPITAL CORP REIT | $16,000 | – | 457 | +100.0% | 0.01% | – |
| EFX | New | EQUIFAX INC | $15,000 | – | 50 | +100.0% | 0.01% | – |
| ORCL | New | ORACLE CORP | $13,000 | – | 150 | +100.0% | 0.01% | – |
| DD | New | DUPONT DE NEMOURS INC | $13,000 | – | 162 | +100.0% | 0.01% | – |
| IJH | New | ISHARES CORE S&P MID CAPETF IV | $14,000 | – | 50 | +100.0% | 0.01% | – |
| NVDA | New | NVIDIA CORP | $12,000 | – | 40 | +100.0% | 0.01% | – |
| GOOGL | New | ALPHABET INC. CLASS Aclass a | $9,000 | – | 3 | +100.0% | 0.01% | – |
| HUBS | New | HUBSPOT INC | $9,000 | – | 13 | +100.0% | 0.01% | – |
| CWB | New | SPDR BLOOMBERG CONVRTBL SECRS ETFetf | $10,000 | – | 119 | +100.0% | 0.01% | – |
| DAVA | New | ENDAVA PLC FUNSPONSORED ADR 1 ADR REPS ORD SHSetf | $10,000 | – | 59 | +100.0% | 0.01% | – |
| TTCF | New | TATTOOED CHEF INC CLASS Aclass a | $9,000 | – | 589 | +100.0% | 0.01% | – |
| NET | New | CLOUDFLARE INC CLASS A | $8,000 | – | 60 | +100.0% | 0.01% | – |
| ACN | New | ACCENTURE PLC FCLASS Aclass a | $8,000 | – | 20 | +100.0% | 0.01% | – |
| TEAM | New | ATLASSIAN CORP PLC FCLASS Aclass a | $8,000 | – | 21 | +100.0% | 0.01% | – |
| ZS | New | ZSCALER INC | $8,000 | – | 24 | +100.0% | 0.01% | – |
| GLOB | New | GLOBANT SA F | $8,000 | – | 24 | +100.0% | 0.01% | – |
| DDOG | New | DATADOG INC CLASS A | $8,000 | – | 45 | +100.0% | 0.01% | – |
| INTU | New | INTUIT INC | $8,000 | – | 13 | +100.0% | 0.01% | – |
| UPST | New | UPSTART HLDGS INC | $8,000 | – | 54 | +100.0% | 0.01% | – |
| MSFT | New | MICROSOFT CORP | $7,000 | – | 21 | +100.0% | 0.01% | – |
| IDXX | New | IDEXX LABS INC | $7,000 | – | 10 | +100.0% | 0.01% | – |
| SCHM | New | CHARLES SCHWAB US MC ETFetf | $7,000 | – | 79,830 | +100.0% | 0.01% | – |
| LRCX | New | LAM RESEARCH CORP | $7,000 | – | 10 | +100.0% | 0.01% | – |
| ANET | New | ARISTA NETWORKS INCc | $7,000 | – | 52 | +100.0% | 0.01% | – |
| AMD | New | ADVANCED MICRO DEVIC | $7,000 | – | 46 | +100.0% | 0.01% | – |
| MDB | New | MONGODB INC CLASS Aclass a | $7,000 | – | 13 | +100.0% | 0.01% | – |
| AMT | New | AMERN TOWER CORP REIT | $6,000 | – | 151 | +100.0% | 0.00% | – |
| EQIX | New | EQUINIX INC REIT | $6,000 | – | 7 | +100.0% | 0.00% | – |
| CRM | New | SALESFORCE COM | $5,000 | – | 21 | +100.0% | 0.00% | – |
| QCOM | New | QUALCOMM INC | $6,000 | – | 34 | +100.0% | 0.00% | – |
| DLR | New | DIGITAL REALTY TRUST REIT | $6,000 | – | 34 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INC | $5,000 | – | 23 | +100.0% | 0.00% | – |
| NOW | New | SERVICE NOW INC | $6,000 | – | 9 | +100.0% | 0.00% | – |
| SHOP | New | SHOPIFY INC FCLASS Aclass a | $6,000 | – | 4 | +100.0% | 0.00% | – |
| SNOW | New | SNOWFLAKE INC CLASS Aclass a | $6,000 | – | 17 | +100.0% | 0.00% | – |
| NKE | New | NIKE INC CLASS Bclass b | $6,000 | – | 36 | +100.0% | 0.00% | – |
| TSM | New | TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $5,000 | – | 39 | +100.0% | 0.00% | – |
| TTD | New | THE TRADE DESK INC CLASS Aclass a | $5,000 | – | 60 | +100.0% | 0.00% | – |
| NFLX | New | NETFLIX INC | $6,000 | – | 10 | +100.0% | 0.00% | – |
| BA | New | BOEING CO | $5,000 | – | 25 | +100.0% | 0.00% | – |
| MA | New | MASTERCARD INC CLASS Aclass a | $5,000 | – | 15 | +100.0% | 0.00% | – |
| QQQ | New | INVESCO QQQ TRUSTetf | $5,000 | – | 13 | +100.0% | 0.00% | – |
| GOOG | New | ALPHABET INC. CLASS Cclass c | $6,000 | – | 2 | +100.0% | 0.00% | – |
| AQN | New | ALGONQUIN PWR &UTILS F | $5,000 | – | 377 | +100.0% | 0.00% | – |
| ADBE | New | ADOBE INC | $5,000 | – | 8 | +100.0% | 0.00% | – |
| WIX | New | WIX COM LTD F | $4,000 | – | 23 | +100.0% | 0.00% | – |
| PYPL | New | PAYPAL HOLDINGS INCORPOR | $4,000 | – | 19 | +100.0% | 0.00% | – |
| NCNO | New | NCINO INC | $4,000 | – | 66 | +100.0% | 0.00% | – |
| OLED | New | UNIVERSAL DISPLAY CO | $4,000 | – | 24 | +100.0% | 0.00% | – |
| VEEV | New | VEEVA SYSTEMS INC CLASS Aclass a | $4,000 | – | 17 | +100.0% | 0.00% | – |
| AVLR | New | AVALARA INC | $4,000 | – | 29 | +100.0% | 0.00% | – |
| ADSK | New | AUTODESK INC | $4,000 | – | 15 | +100.0% | 0.00% | – |
| SNAP | New | SNAP INC CLASS Aclass a | $4,000 | – | 85 | +100.0% | 0.00% | – |
| SPOT | New | SPOTIFY TECHNOLOGY F | $4,000 | – | 16 | +100.0% | 0.00% | – |
| OKTA | New | OKTA INC CLASS Aclass a | $4,000 | – | 18 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $3,000 | – | 17 | +100.0% | 0.00% | – |
| SQ | New | BLOCK INC CLASS Aclass a | $3,000 | – | 21 | +100.0% | 0.00% | – |
| ME | New | 23ANDME HOLDING CO FCLASS Aclass a | $3,000 | – | 500 | +100.0% | 0.00% | – |
| EXC | New | EXELON CORP | $3,000 | – | 45 | +100.0% | 0.00% | – |
| K | New | KELLOGG CO | $3,000 | – | 39 | +100.0% | 0.00% | – |
| SAVA | New | CASSAVA SCIENCES INC | $3,000 | – | 73 | +100.0% | 0.00% | – |
| PFF | New | ISHARES PREFERRED INCOMESEC ETFetf | $3,000 | – | 85 | +100.0% | 0.00% | – |
| SPLK | New | SPLUNK INC | $3,000 | – | 29 | +100.0% | 0.00% | – |
| JUSHF | New | JUSHI HLDGS INC FCLASS Bfclass b | $3,000 | – | 988 | +100.0% | 0.00% | – |
| HSC | New | HARSCO CORP | $2,000 | – | 90 | +100.0% | 0.00% | – |
| BK | New | BANK OF NY MELLON CO | $2,000 | – | 28 | +100.0% | 0.00% | – |
| LMT | New | LOCKHEED MARTIN CORP | $1,000 | – | 3 | +100.0% | 0.00% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
| RAD | New | RITE AID CORP | $1,000 | – | 64 | +100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY INC | $1,000 | – | 132 | +100.0% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INC CLASS Aclass a | $2,000 | – | 20 | +100.0% | 0.00% | – | |
| BE | New | BLOOM ENERGY CORP | $1,000 | – | 42 | +100.0% | 0.00% | – |
| APPH | New | APPHARVEST INC | $0 | – | 46 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC | $0 | – | 9 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ERIE INDTY CO | 11 | Q3 2023 | 6.5% |
| JOHNSON & JOHNSON | 10 | Q2 2023 | 0.6% |
| SCHWAB US AGGREGATE BONDETF | 9 | Q3 2023 | 6.4% |
| SCHWAB US SMALL CAP ETF | 9 | Q3 2023 | 3.8% |
| SCHWAB STRATEGIC TR | 9 | Q3 2023 | 5.3% |
| SPDR SER TR | 9 | Q3 2023 | 1.9% |
| HERSHEY CO | 9 | Q3 2023 | 0.8% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 8.0% |
| SCHWAB US LARGE CAP ETF | 8 | Q3 2023 | 3.7% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.6% |
View Econ Financial Services Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2019-08-08 |
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.