| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 22 | Q3 2023 | 4.3% |
| VANGUARD VALUE ETF | 22 | Q3 2023 | 3.7% |
| VANGUARD INDEX FDS | 22 | Q3 2023 | 5.0% |
| ISHARES TR | 22 | Q3 2023 | 4.9% |
| VANGUARD WORLD FDS | 22 | Q3 2023 | 3.3% |
| MASTERCARD INCORPORATED | 22 | Q3 2023 | 1.8% |
| VANGUARD REIT INDEX ETF | 22 | Q3 2023 | 3.8% |
| VANGUARD WORLD FDS | 22 | Q3 2023 | 3.0% |
| ISHARES TR | 22 | Q3 2023 | 2.0% |
| VANGUARD WHITEHALL FDS | 22 | Q3 2023 | 2.1% |
View Certified Advisory Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR/A | 2023-05-17 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View Certified Advisory Corp'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.