| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS INC HIGH DIV YLD | 26 | Q2 2024 | 13.0% |
| ISHARES TR CORE S&P500 ETF | 26 | Q2 2024 | 14.5% |
| SPDR TR S&P 500 ETF TR | 26 | Q2 2024 | 7.6% |
| ISHARES TR S&P 100 ETF | 26 | Q2 2024 | 8.5% |
| SELECT SECTOR SPDR TRUST HEALTH CARE SELECT INDEX | 26 | Q2 2024 | 4.2% |
| APPLE INC COM | 26 | Q2 2024 | 2.3% |
| VANGUARD TOTAL STOCK MARKET ETF | 26 | Q2 2024 | 4.5% |
| MICROSOFT CORP COM | 26 | Q2 2024 | 1.3% |
| VANGUARD MID CAP ETF | 26 | Q2 2024 | 3.0% |
| VANGUARD LARGE CAP ETF | 26 | Q2 2024 | 2.4% |
View Measured Wealth Private Client Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-08-12 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-25 |
View Measured Wealth Private Client Group, 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.