Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SERIES TRUST PORTFOLIO LR ETF | 6 | Q3 2019 | 11.9% |
ISHARES TRUST RUS 1000 VAL ETF | 6 | Q3 2019 | 10.5% |
VANGUARD TAX MANAGED INTL FD | 6 | Q3 2019 | 9.1% |
VANGUARD SPECIALIZED FUNDS DIV APP ETF | 6 | Q3 2019 | 6.3% |
ISHARES TRUST RUS 1000 GRW ETF | 6 | Q3 2019 | 5.6% |
VANGUARD VALUE ETF | 6 | Q3 2019 | 3.3% |
ISHARES TRUST CORE S&P500 ETF | 6 | Q3 2019 | 3.9% |
JP MORGAN ULTRA SHRT INC ETF | 6 | Q3 2019 | 4.0% |
ISHARES TRUST EAFE SML CP ETF | 6 | Q3 2019 | 3.3% |
VANGUARD INTL EQUITY INDEX F | 6 | Q3 2019 | 3.2% |
View Wealth & Pension Services Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-11-19 |
13F-HR | 2019-08-15 |
13F-HR | 2019-05-08 |
13F-HR | 2019-02-14 |
13F-HR | 2018-11-14 |
13F-HR | 2018-09-05 |
View Wealth & Pension Services 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.