Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR TR UNIT | 24 | Q3 2023 | 20.1% |
ISHARES TR CORE U S AGGREGATE BD ETF | 24 | Q3 2023 | 9.4% |
ISHARES TR RUSSELL 3000 ETF | 24 | Q3 2023 | 6.7% |
ISHARES TR 1-3 YR TREAS BD ETF | 24 | Q3 2023 | 9.2% |
ISHARES TR MSCI EAFE ETF | 24 | Q3 2023 | 5.2% |
NVIDIA CORPORATION | 24 | Q3 2023 | 3.6% |
APPLE INC COM | 24 | Q3 2023 | 2.3% |
Moody's Corporation | 24 | Q3 2023 | 2.0% |
EDWARDS LIFESCIENCES CORP COM | 24 | Q3 2023 | 1.6% |
APPLIED MATLS INC | 24 | Q3 2023 | 1.9% |
View Midwest Professional Planners, LTD.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-09 |
13F-HR | 2024-02-15 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-10 |
View Midwest Professional Planners, LTD.'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.