Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 16 | Q3 2022 | 10.9% |
Schwab US Large-Cap ETF | 16 | Q3 2022 | 9.8% |
SCHWAB STRATEGIC TR | 16 | Q3 2022 | 6.1% |
ISHARES TR | 16 | Q3 2022 | 4.7% |
SPDR SER TR | 16 | Q3 2022 | 5.3% |
VANGUARD TAX-MANAGED INTL FD | 16 | Q3 2022 | 3.6% |
Schwab US Broad Market ETF | 16 | Q3 2022 | 4.3% |
ISHARES INC | 16 | Q3 2022 | 2.2% |
Technology Select Sector SPDR | 16 | Q3 2022 | 1.7% |
SCHWAB STRATEGIC TR | 16 | Q3 2022 | 1.8% |
View 55I, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-22 |
13F-NT | 2024-08-12 |
13F-NT | 2024-05-10 |
13F-NT | 2024-02-12 |
13F-NT | 2023-11-14 |
13F-NT | 2023-08-11 |
13F-NT | 2023-05-11 |
13F-NT | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
View 55I, 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.