| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Air Products & Chemicals Inc. Ordinary Shares | 24 | Q2 2024 | 54.6% |
| SPDR SER TR | 23 | Q2 2024 | 9.6% |
| ISHARES TRUST CORE INTL AGGR ETF | 23 | Q2 2024 | 6.5% |
| ISHARES TRUST BARCLAYS 0-5 YR TIPS BD FD ETF | 23 | Q2 2024 | 3.9% |
| VANGUARD REIT ETF | 23 | Q2 2024 | 4.3% |
| SPDR S&P 500 GROWTH ETF | 23 | Q2 2024 | 3.1% |
| ISHARES TRUST IBOXX HI YD ETF | 23 | Q2 2024 | 2.2% |
| VANGUARD VANGUARD MTG-BACKED SECS ID | 23 | Q2 2024 | 2.4% |
| VANGUARD INTERMED TERM ETF | 23 | Q2 2024 | 3.1% |
| Schwab Strategic Trust Schwab Short-Term U.S. Treasury ETF | 23 | Q2 2024 | 2.3% |
View Financial Gravity Asset Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-06 |
| 13F-HR/A | 2024-06-26 |
| 13F-HR/A | 2024-06-26 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-03 |
View Financial Gravity Asset Management, Inc.'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.