| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 17 | Q1 2024 | 19.4% |
| INVSC S P 500 TOP 50 ETF | 17 | Q1 2024 | 9.5% |
| SPDR S&P 400 MID CAP VALUE ETF | 17 | Q1 2024 | 5.0% |
| SPDR SER TR | 17 | Q1 2024 | 7.3% |
| SPDR S&P 600 SMALL CAP VALUE ETF | 17 | Q1 2024 | 4.8% |
| SCHWAB US DIVIDEND EQUITY ETF | 17 | Q1 2024 | 4.9% |
| CHEVRON CORP NEW | 17 | Q1 2024 | 4.1% |
| QUALIGEN THERAPEUTICS INC | 17 | Q1 2024 | 3.1% |
| ISHARES TREASURY BOND ETF | 17 | Q1 2024 | 5.3% |
| CATERPILLAR INC DEL | 17 | Q1 2024 | 2.6% |
View Retirement Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
View Retirement Group, 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.