Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 24 | Q2 2024 | 31.1% |
VANGUARD INTL EQUITY INDEX F | 24 | Q2 2024 | 27.8% |
ISHARES TR | 24 | Q2 2024 | 13.3% |
ISHARES TR | 24 | Q2 2024 | 6.9% |
ISHARES TR | 24 | Q2 2024 | 6.4% |
ISHARES INC | 24 | Q2 2024 | 1.3% |
FLEXSHOPPER INC | 24 | Q2 2024 | 0.6% |
SPDR S&P 500 ETF TR | 23 | Q2 2024 | 12.9% |
APPLE INC | 23 | Q2 2024 | 3.3% |
VANGUARD INDEX FDS | 23 | Q2 2024 | 7.0% |
View Benchmark Financial Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-01 |
13F-HR | 2024-07-23 |
13F-HR | 2024-04-22 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-25 |
13F-HR | 2023-04-28 |
13F-HR | 2023-01-23 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-22 |
View Benchmark Financial 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.