Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 15 | Q4 2019 | 4.4% |
VANGUARD INDEX FDS | 15 | Q4 2019 | 3.2% |
APPLE INC | 15 | Q4 2019 | 2.3% |
VANGUARD TAX MANAGED INTL FD | 15 | Q4 2019 | 2.2% |
VANGUARD INDEX FDS | 15 | Q4 2019 | 1.8% |
SPDR S&P 500 ETF TR | 15 | Q4 2019 | 2.3% |
ISHARES TR | 15 | Q4 2019 | 2.5% |
ISHARES TR | 15 | Q4 2019 | 1.6% |
ISHARES TR | 15 | Q4 2019 | 1.4% |
VANGUARD CHARLOTTE FDS | 15 | Q4 2019 | 1.5% |
View Advisor Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-02-12 |
13F-HR | 2019-11-13 |
13F-HR | 2019-07-31 |
13F-HR | 2019-05-09 |
13F-HR | 2019-02-11 |
13F-HR | 2018-11-14 |
13F-HR | 2018-08-13 |
13F-HR | 2018-05-15 |
13F-HR | 2018-02-14 |
13F-HR | 2017-11-06 |
View Advisor Group, Inc.'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.