| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 24 | Q3 2023 | 18.1% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 17.1% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 7.6% |
| SPDR INDEX SHS FDS | 24 | Q3 2023 | 7.3% |
| ISHARES TR | 24 | Q3 2023 | 6.0% |
| ISHARES TR | 24 | Q3 2023 | 3.8% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 5.3% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 3.0% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 2.8% |
| VANGUARD INDEX FDS | 23 | Q3 2023 | 5.9% |
View CAPITAL WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
View CAPITAL WEALTH MANAGEMENT, 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.