| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 11 | Q2 2021 | 26.9% |
| ISHARES TR | 11 | Q2 2021 | 15.1% |
| VANGUARD WORLD FDS | 11 | Q2 2021 | 8.7% |
| ISHARES TR | 11 | Q2 2021 | 6.8% |
| APPLE INC | 11 | Q2 2021 | 5.0% |
| ISHARES TR | 11 | Q2 2021 | 3.9% |
| AMAZON COM INC | 11 | Q2 2021 | 2.9% |
| CHESAPEAKE UTILS CORP | 11 | Q2 2021 | 2.8% |
| FACEBOOK INC | 11 | Q2 2021 | 1.6% |
| VANGUARD INDEX FDS | 11 | Q2 2021 | 2.4% |
View Strategic Wealth Management Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-04-08 |
| 13F-HR | 2021-01-21 |
| 13F-HR | 2020-10-21 |
| 13F-HR | 2020-07-20 |
| 13F-HR | 2020-04-10 |
| 13F-HR | 2020-01-21 |
| 13F-HR | 2019-10-15 |
| 13F-HR | 2019-07-17 |
| 13F-HR | 2019-04-10 |
View Strategic Wealth Management 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.