Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 6 | Q4 2023 | 31.4% |
ISHARES TR | 6 | Q4 2023 | 29.3% |
ETF SER SOLUTIONS | 6 | Q4 2023 | 13.4% |
SPDR SER TR | 6 | Q4 2023 | 11.0% |
SPDR INDEX SHS FDS | 6 | Q4 2023 | 7.3% |
ISHARES TR | 6 | Q4 2023 | 7.6% |
ISHARES TR | 6 | Q4 2023 | 7.2% |
ISHARES TR | 6 | Q4 2023 | 7.8% |
VANGUARD INDEX FDS | 6 | Q4 2023 | 9.4% |
SPDR INDEX SHS FDS | 6 | Q4 2023 | 4.1% |
View Spartan Planning & Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-03-12 |
13F-HR | 2023-11-17 |
13F-HR | 2023-02-01 |
13F-HR | 2022-11-01 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-16 |
View Spartan Planning & Wealth Management'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.