Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 20 | Q3 2022 | 11.1% |
ISHARES TR | 20 | Q3 2022 | 8.2% |
ISHARES TR | 20 | Q3 2022 | 10.1% |
ISHARES US ETF TRUST SHORT MATURITY BOND ETF | 20 | Q3 2022 | 5.5% |
ISHARES TR | 20 | Q3 2022 | 5.5% |
VANGUARD SCOTTSDALE FDS | 20 | Q3 2022 | 5.1% |
ISHARES TR | 20 | Q3 2022 | 4.1% |
ISHARES TR | 20 | Q3 2022 | 3.0% |
ISHARES TR | 20 | Q3 2022 | 2.9% |
INTERNATIONAL PAPER CO | 20 | Q3 2022 | 1.8% |
View UBP Investment Advisors SA's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2022-10-04 |
13F-HR | 2022-10-04 |
13F-HR | 2022-08-10 |
13F-HR | 2022-04-28 |
13F-HR | 2022-02-15 |
13F-HR | 2021-11-15 |
13F-HR | 2021-07-28 |
13F-HR | 2021-05-06 |
13F-HR/A | 2021-02-23 |
13F-HR | 2021-02-16 |
View UBP Investment Advisors SA'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.