| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR TR UNIT | 27 | Q2 2024 | 20.1% |
| ISHARES TR CORE U S AGGREGATE BD ETF | 27 | Q2 2024 | 9.4% |
| ISHARES TR RUSSELL 3000 ETF | 27 | Q2 2024 | 6.7% |
| ISHARES TR 1-3 YR TREAS BD ETF | 27 | Q2 2024 | 9.2% |
| ISHARES TR MSCI EAFE ETF | 27 | Q2 2024 | 5.2% |
| NVIDIA CORPORATION | 27 | Q2 2024 | 4.3% |
| APPLE INC COM | 27 | Q2 2024 | 2.3% |
| Moody's Corporation | 27 | Q2 2024 | 2.3% |
| APPLIED MATLS INC | 27 | Q2 2024 | 1.9% |
| JP MORGAN CHASE & CO COM ISIN#US46625H1005 | 27 | Q2 2024 | 1.8% |
View Midwest Professional Planners, LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-08-06 |
| 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 |
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.