Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2012 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 34 | Q1 2024 | 4.6% |
VANGUARD INDEX FDS | 34 | Q1 2024 | 3.6% |
ISHARES TR | 34 | Q1 2024 | 3.9% |
SPDR S&P 500 ETF TR | 34 | Q1 2024 | 3.6% |
VANGUARD INDEX FDS | 34 | Q1 2024 | 2.1% |
ISHARES TR | 34 | Q1 2024 | 4.2% |
ISHARES TR | 34 | Q1 2024 | 2.7% |
VANGUARD INDEX FDS | 34 | Q1 2024 | 2.5% |
MICROSOFT CORP | 34 | Q1 2024 | 1.9% |
ISHARES TR | 34 | Q1 2024 | 2.3% |
View Cetera Investment Advisers's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-23 |
13F-HR | 2024-08-22 |
13F-HR/A | 2024-05-24 |
13F-HR | 2024-05-15 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
View Cetera Investment Advisers'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.