| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PIMCO ETF TR | 24 | Q3 2023 | 7.9% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 10.6% |
| VANGUARD TAX-MANAGED INTL FD | 24 | Q3 2023 | 7.6% |
| DBX ETF TR | 24 | Q3 2023 | 6.0% |
| VANGUARD WORLD FD | 24 | Q3 2023 | 8.0% |
| ISHARES TR | 24 | Q3 2023 | 6.2% |
| ISHARES TR | 24 | Q3 2023 | 5.8% |
| FIRST TR EXCHANGE-TRADED FD | 24 | Q3 2023 | 6.3% |
| ISHARES TR | 24 | Q3 2023 | 5.8% |
| ISHARES INC | 24 | Q3 2023 | 6.0% |
View Forefront Analytics, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-15 |
View Forefront Analytics, 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.