Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
JP MORGAN EXCHANGE TRADED FD | 26 | Q2 2024 | 8.7% |
VANGUARD INDEX FDS | 26 | Q2 2024 | 5.7% |
VANGUARD INDEX FDS | 26 | Q2 2024 | 5.1% |
JP MORGAN EXCHANGE TRADED FD | 26 | Q2 2024 | 7.1% |
JP MORGAN EXCHANGE TRADED FD | 26 | Q2 2024 | 9.2% |
VANGUARD TAX-MANAGED INTL FD | 26 | Q2 2024 | 4.2% |
SCHWAB STRATEGIC TR | 26 | Q2 2024 | 17.8% |
VANGUARD BD INDEX FDS | 26 | Q2 2024 | 2.7% |
JP MORGAN EXCHANGE TRADED FD | 26 | Q2 2024 | 5.0% |
VANGUARD CHARLOTTE FDS | 26 | Q2 2024 | 2.6% |
View CreativeOne Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-27 |
13F-HR | 2024-08-14 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-09 |
13F-HR | 2023-10-17 |
13F-HR/A | 2023-08-16 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-15 |
View CreativeOne Wealth, 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.