| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 5 | Q3 2023 | 31.4% |
| ISHARES TR | 5 | Q3 2023 | 29.3% |
| ETF SER SOLUTIONS | 5 | Q3 2023 | 13.4% |
| SPDR SER TR | 5 | Q3 2023 | 11.0% |
| SPDR INDEX SHS FDS | 5 | Q3 2023 | 7.3% |
| ISHARES TR | 5 | Q3 2023 | 7.6% |
| ISHARES GOLD TR | 5 | Q3 2023 | 4.6% |
| VANGUARD INDEX FDS | 5 | Q3 2023 | 9.4% |
| SPDR INDEX SHS FDS | 5 | Q3 2023 | 1.5% |
| ISHARES TR | 5 | Q3 2023 | 1.8% |
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.