| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
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.