| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 31 | Q2 2024 | 19.4% |
| APPLE INC | 31 | Q2 2024 | 3.5% |
| VANGUARD TAX-MANAGED INTL FD | 31 | Q2 2024 | 6.7% |
| ISHARES TR | 31 | Q2 2024 | 3.4% |
| ISHARES TR | 31 | Q2 2024 | 3.2% |
| ISHARES TR | 31 | Q2 2024 | 3.0% |
| ISHARES TR | 31 | Q2 2024 | 10.8% |
| MICROSOFT CORP | 31 | Q2 2024 | 2.8% |
| VANGUARD SCOTTSDALE FDS | 31 | Q2 2024 | 2.2% |
| SPDR S&P 500 ETF TR | 31 | Q2 2024 | 2.1% |
View AE Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-18 |
View AE Wealth 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.