| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 11 | Q2 2020 | 11.1% |
| APPLE INC COM | 11 | Q2 2020 | 4.3% |
| SPDR S&P 500 ETF TR | 11 | Q2 2020 | 4.7% |
| ISHARES TR | 11 | Q2 2020 | 3.6% |
| MICROSOFT CORP COM | 11 | Q2 2020 | 3.2% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 11 | Q2 2020 | 2.8% |
| JOHNSON & JOHNSON COM | 11 | Q2 2020 | 1.8% |
| SPDR S&P DIVIDEND ETF | 11 | Q2 2020 | 1.9% |
| ISHARES U.S. PREFERRED STOCK ETF | 11 | Q2 2020 | 1.9% |
| SPDR SER TR | 11 | Q2 2020 | 2.0% |
View Squar Milner Financial Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2020-11-25 |
| 13F-HR | 2020-10-28 |
| 13F-HR | 2020-07-16 |
| 13F-HR | 2020-04-22 |
| 13F-HR | 2020-01-21 |
| 13F-HR | 2019-10-22 |
| 13F-HR | 2019-07-25 |
| 13F-HR | 2019-04-25 |
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-10-29 |
View Squar Milner Financial Services 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.