Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 22.2% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 15.9% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 15.6% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 9.1% |
JP MORGAN EXCHANGE TRADED FD | 20 | Q3 2023 | 6.3% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.6% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.7% |
VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 3.0% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 2.9% |
SPDR INDEX SHS FDS | 20 | Q3 2023 | 3.7% |
View HHM Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-05 |
13F-HR | 2023-11-03 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-02 |
13F-HR | 2023-01-19 |
13F-HR | 2022-11-04 |
13F-HR | 2022-08-08 |
13F-HR | 2022-04-27 |
13F-HR | 2022-02-03 |
13F-HR | 2021-11-02 |
View HHM Wealth Advisors, 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.