Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 24 | Q2 2024 | 14.4% |
MICROSOFT CORP | 24 | Q2 2024 | 9.2% |
SCHWAB STRATEGIC TR | 24 | Q2 2024 | 7.0% |
INTUIT | 24 | Q2 2024 | 5.1% |
COSTCO WHSL CORP NEW | 24 | Q2 2024 | 5.3% |
ACCENTURE PLC IRELAND | 24 | Q2 2024 | 4.2% |
JOHNSON & JOHNSON | 24 | Q2 2024 | 4.1% |
SELECT SECTOR SPDR TR | 24 | Q2 2024 | 3.5% |
CHURCH & DWIGHT INC | 24 | Q2 2024 | 3.3% |
PAYCHEX INC | 24 | Q2 2024 | 3.3% |
View Asset Advisors Investment Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-30 |
13F-HR | 2024-08-14 |
13F-HR | 2024-05-14 |
13F-HR/A | 2024-02-23 |
13F-HR/A | 2024-02-23 |
13F-HR | 2024-02-02 |
13F-HR | 2023-10-26 |
13F-HR | 2023-08-03 |
13F-HR | 2023-04-25 |
13F-HR | 2023-02-14 |
View Asset Advisors Investment Management, 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.