Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 19 | Q2 2023 | 27.8% |
SCHWAB STRATEGIC TR | 19 | Q2 2023 | 23.4% |
SCHWAB US DIVIDEND EQUITY ETF | 19 | Q2 2023 | 10.8% |
ISHARES TR | 19 | Q2 2023 | 8.2% |
SCHWAB US AGGREGATE BOND ETF | 19 | Q2 2023 | 16.5% |
SCHWAB STRATEGIC TR | 19 | Q2 2023 | 5.8% |
ISHARES TR | 19 | Q2 2023 | 4.8% |
ISHARES TR | 19 | Q2 2023 | 4.2% |
ISHARES TR | 19 | Q2 2023 | 4.0% |
VANGUARD TOTAL STOCK MARKET INDEX FUND | 19 | Q2 2023 | 8.2% |
View TimeScale Financial, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-07-27 |
13F-HR | 2023-04-24 |
13F-HR | 2023-02-06 |
13F-HR | 2022-10-05 |
13F-HR | 2022-07-25 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-19 |
13F-HR | 2021-11-10 |
13F-HR | 2021-07-26 |
13F-HR | 2021-04-22 |
View TimeScale Financial, Inc.'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.