Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 7 | Q2 2024 | 9.1% |
WISDOMTREE TR | 7 | Q2 2024 | 5.7% |
ISHARES TR | 7 | Q2 2024 | 6.2% |
ISHARES TR | 7 | Q2 2024 | 5.2% |
ISHARES TR | 7 | Q2 2024 | 3.3% |
ISHARES TR | 7 | Q2 2024 | 2.9% |
PACER FDS TR | 7 | Q2 2024 | 4.0% |
SCHWAB STRATEGIC TR | 7 | Q2 2024 | 5.5% |
VANGUARD TAX-MANAGED FDS | 7 | Q2 2024 | 2.7% |
ISHARES TR | 7 | Q2 2024 | 2.4% |
View Per Stirling Capital Management, LLC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-14 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
View Per Stirling Capital Management, 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.