Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Schwab US Dividend Equity ETFA | 19 | Q2 2024 | 10.7% |
Powershares S&P 500 Eq Wt Technology ETF | 19 | Q2 2024 | 8.6% |
Schwab U.S. Broad Market ETF | 19 | Q2 2024 | 7.9% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 8.6% |
PIMCO Investment Grade Corporate Bd ETF | 19 | Q2 2024 | 3.9% |
APPLE INC | 19 | Q2 2024 | 4.3% |
Microsoft Corporation | 19 | Q2 2024 | 3.1% |
SPDR SER TR | 19 | Q2 2024 | 5.7% |
SPDR SER TR | 19 | Q2 2024 | 7.0% |
BERKSHIRE HATHAWAY INC DEL | 19 | Q2 2024 | 3.1% |
View ISLAY CAPITAL MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-15 |
13F-HR | 2024-08-13 |
N-PX | 2024-07-29 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-10 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-21 |
View ISLAY CAPITAL MANAGEMENT, LLC'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.