| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 27 | Q2 2024 | 42.1% |
| ISHARES TR | 27 | Q2 2024 | 17.8% |
| ISHARES TR | 27 | Q2 2024 | 15.5% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 11.6% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 7.8% |
| ISHARES TR | 27 | Q2 2024 | 7.0% |
| SPDR SERIES TRUST | 27 | Q2 2024 | 9.7% |
| ISHARES TR | 27 | Q2 2024 | 5.7% |
| VANGUARD INTL EQUITY INDEX F | 27 | Q2 2024 | 5.8% |
| APPLE INC | 27 | Q2 2024 | 1.9% |
View Ellenbecker Investment Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-08 |
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-05 |
View Ellenbecker Investment Group'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.