| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 14 | Q2 2024 | 28.4% |
| ISHARES TRUST ESG AWARE MSCI USA ETF | 14 | Q2 2024 | 12.3% |
| ISHARES TRUST EAFE GRWTH ETF | 14 | Q2 2024 | 8.8% |
| ISHARES TRUST US TREAS BD ETF | 14 | Q2 2024 | 8.8% |
| ISHARES TRUST MBS ETF | 14 | Q2 2024 | 3.4% |
| AMAZON COM INC COM | 14 | Q2 2024 | 2.0% |
| MICROSOFT CORP COM | 14 | Q2 2024 | 2.3% |
| WOODWARD INC COM | 14 | Q2 2024 | 1.8% |
| ALNYLAM PHARMACEUTICALS INC COM | 14 | Q2 2024 | 1.2% |
| BERKSHIRE HATHAWAY INC DEL | 14 | Q2 2024 | 1.3% |
View Spectrum Planning & Advisory Services Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-18 |
View Spectrum Planning & Advisory Services 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.