Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
JPMORGAN ULTRA SHORT INCOME ETF | 18 | Q4 2022 | 1.2% |
TECHNOLOGY SELECT SPDR | 17 | Q3 2023 | 10.9% |
ISHARES TRUST 20 YR TR BD ETF | 17 | Q3 2023 | 13.1% |
INVESCO QQQ TRUST UNIT SER 1 ETF | 14 | Q3 2023 | 55.3% |
SPDR SERIES TRUST SPDR BLOOMBERG ETF | 14 | Q3 2023 | 33.5% |
TESLA, INC. | 14 | Q3 2023 | 0.7% |
VANGUARD SH TERM TREASURY | 12 | Q1 2022 | 0.4% |
SPDR S&P HOMEBUILDERS ETF | 11 | Q2 2023 | 8.4% |
VANGUARD ST CORP BD ETF | 11 | Q3 2023 | 2.4% |
VANECK VECTORS GOLD MINERS ETF | 10 | Q1 2023 | 10.2% |
View Q3 Asset Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-01-29 |
13F-HR | 2023-11-03 |
13F-HR | 2023-07-28 |
13F-HR | 2023-04-26 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-02 |
13F-HR | 2022-05-11 |
13F-HR | 2022-01-25 |
View Q3 Asset Management'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.