| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,772 | -100.0% | -0.24% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -589 | -100.0% | -0.24% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,506 | -100.0% | -0.24% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,009 | -100.0% | -0.24% | – |
| V | Exit | VISA INC | $0 | – | -1,549 | -100.0% | -0.26% | – |
| MMM | Exit | 3M CO | $0 | – | -1,152 | -100.0% | -0.28% | – |
| AAPL | Exit | APPLE INC | $0 | – | -1,184 | -100.0% | -0.30% | – |
| ESGE | Exit | ISHARES INCmsci em esg opz | $0 | – | -9,080 | -100.0% | -0.34% | – |
| AET | Exit | AETNA INC NEW | $0 | – | -1,551 | -100.0% | -0.36% | – |
| ESGD | Exit | ISHARES TRmsci eafe esg op | $0 | – | -4,835 | -100.0% | -0.36% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,190 | -100.0% | -0.39% | – |
| SHE | Exit | SPDR SER TRssga gnder etf | $0 | – | -4,743 | -100.0% | -0.41% | – |
| DSI | Exit | ISHARES TRmsci kld400 soc | $0 | – | -3,581 | -100.0% | -0.43% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -7,813 | -100.0% | -0.46% | – |
| CRBN | Exit | ISHARES TRmsci lw crb tg | $0 | – | -11,692 | -100.0% | -1.59% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -108,561 | -100.0% | -3.39% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -35,750 | -100.0% | -3.86% | – |
| HEFA | Exit | ISHARES TRhdg msci eafe | $0 | – | -160,971 | -100.0% | -5.46% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -127,379 | -100.0% | -5.92% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -172,210 | -100.0% | -8.45% | – |
| XLG | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $0 | – | -56,784 | -100.0% | -13.46% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -379,025 | -100.0% | -21.59% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -96,323 | -100.0% | -31.74% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 4 | Q3 2018 | 33.7% |
| SCHWAB STRATEGIC TR | 4 | Q3 2018 | 24.5% |
| ISHARES TR | 4 | Q3 2018 | 6.3% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2018 | 8.6% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2018 | 6.8% |
| SELECT SECTOR SPDR TR | 4 | Q3 2018 | 3.8% |
| SELECT SECTOR SPDR TR | 4 | Q3 2018 | 3.9% |
| ISHARES TR | 4 | Q3 2018 | 2.6% |
| SPDR SER TR | 4 | Q3 2018 | 0.9% |
| AETNA INC NEW | 4 | Q3 2018 | 0.5% |
View Dragon Financial & Investment Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-10-19 |
| 13F-HR | 2018-08-03 |
| 13F-HR | 2018-04-30 |
| 13F-HR | 2018-02-09 |
View Dragon Financial & Investment 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.