| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
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.