| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 35 | Q2 2024 | 13.8% |
| SCHWAB STRATEGIC TR | 35 | Q2 2024 | 7.0% |
| APPLE INC | 35 | Q2 2024 | 5.2% |
| SCHWAB STRATEGIC TR | 35 | Q2 2024 | 7.2% |
| SPDR S&P 500 ETF TR | 35 | Q2 2024 | 5.0% |
| ISHARES TR | 35 | Q2 2024 | 4.4% |
| VANGUARD INDEX FDS | 35 | Q2 2024 | 3.8% |
| ISHARES TR | 35 | Q2 2024 | 3.6% |
| AMAZON COM INC | 35 | Q2 2024 | 3.7% |
| ISHARES TR | 35 | Q2 2024 | 3.0% |
View Bristlecone Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-08 |
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-25 |
View Bristlecone Advisors, 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.