Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INCORPORATED | 6 | Q2 2020 | 34.0% |
UNION PACIFIC CORPORATION | 6 | Q2 2020 | 22.5% |
ISHARES TR MIN VOL EAFE ETF | 6 | Q2 2020 | 9.0% |
ISHARES TR CORE S&P500 ETF | 6 | Q2 2020 | 6.8% |
EXXON MOBIL CORPORATION | 6 | Q2 2020 | 12.1% |
ISHARES TR CORE S&P SCP ETF | 6 | Q2 2020 | 5.0% |
ISHARES TR CORE MSCI EAFE | 6 | Q2 2020 | 4.2% |
CHEVRON CORPORATION NEW | 6 | Q2 2020 | 6.3% |
WEC ENERGY GROUP INCORPORATED | 6 | Q2 2020 | 2.9% |
BRISTOL-MYERS SQUIBB COMPANY | 6 | Q2 2020 | 2.6% |
View NewDay Solutions, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-08-14 |
13F-HR | 2020-05-15 |
13F-HR | 2020-02-12 |
13F-HR | 2019-11-05 |
13F-HR | 2019-08-14 |
13F-HR | 2019-02-14 |
View NewDay Solutions, 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.