Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 27 | Q2 2024 | 14.3% |
ISHARES TR | 27 | Q2 2024 | 11.9% |
ISHARES TR | 27 | Q2 2024 | 10.9% |
SPDR SER TR | 27 | Q2 2024 | 9.3% |
VANGUARD SPECIALIZED FUNDS | 27 | Q2 2024 | 6.3% |
ISHARES TR | 27 | Q2 2024 | 6.2% |
SPDR S&P 500 ETF TR | 27 | Q2 2024 | 7.7% |
SCHWAB STRATEGIC TR | 27 | Q2 2024 | 10.3% |
FIRST TR EXCHANGE TRADED FD | 27 | Q2 2024 | 1.9% |
BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 0.7% |
View Smart Money Group LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-15 |
13F-HR | 2024-08-12 |
13F-HR | 2024-05-02 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-25 |
13F-HR | 2023-05-08 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-27 |
13F-HR | 2022-07-14 |
View Smart Money Group 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.