| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TR | 11 | Q2 2024 | 12.7% |
| WISDOMTREE TR | 11 | Q2 2024 | 7.7% |
| SPDR INDEX SHS FDS | 11 | Q2 2024 | 6.6% |
| SPDR INDEX SHS FDS | 11 | Q2 2024 | 6.3% |
| SPDR SER TR | 11 | Q2 2024 | 4.0% |
| CHEVRON CORP NEW | 11 | Q2 2024 | 3.9% |
| CAMBRIA ETF TR | 11 | Q2 2024 | 2.8% |
| SPDR INDEX SHS FDS | 11 | Q2 2024 | 2.6% |
| APPLE INC | 11 | Q2 2024 | 1.9% |
| ISHARES TR | 11 | Q2 2024 | 2.4% |
View Warren Street Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-03-19 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-18 |
View Warren Street Wealth Advisors, 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.