| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 27 | Q2 2024 | 9.1% |
| SPDR PORTFOLIO AGGREGATE BOND ETF | 27 | Q2 2024 | 6.4% |
| SPDR PORTFOLIO S&P 500 VALUE ETF | 27 | Q2 2024 | 5.1% |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | 27 | Q2 2024 | 4.5% |
| MICROSOFT CORP COM | 27 | Q2 2024 | 2.7% |
| ISHARES MSCI EAFE ETF | 27 | Q2 2024 | 6.8% |
| SPDR PORTFOLIO S&P 500 ETF | 27 | Q2 2024 | 2.7% |
| WISDOMTREE INTERNATIONAL EQUITY FUND | 27 | Q2 2024 | 2.6% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 27 | Q2 2024 | 12.1% |
| ISHARES RUSSELL 1000 VALUE ETF | 27 | Q2 2024 | 4.2% |
View Pinnacle Wealth Planning Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| N-PX | 2024-07-25 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-03 |
View Pinnacle Wealth Planning 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.