| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 27 | Q2 2024 | 8.1% |
| APPLE INC | 27 | Q2 2024 | 7.1% |
| AMAZON COM INC | 27 | Q2 2024 | 6.7% |
| ISHARES TR | 27 | Q2 2024 | 4.5% |
| ISHARES TR | 27 | Q2 2024 | 4.4% |
| ALPHABET INC | 27 | Q2 2024 | 3.4% |
| SPDR S&P 500 ETF TR | 27 | Q2 2024 | 4.3% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 3.5% |
| UNITEDHEALTH GROUP INC | 27 | Q2 2024 | 2.9% |
| JPMORGAN CHASE & CO. | 27 | Q2 2024 | 3.4% |
View Nikulski Financial, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| N-PX | 2024-07-30 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-19 |
View Nikulski Financial, 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.