Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 12.1% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 6.0% |
SPDR S&P 500 ETF TR | 16 | Q3 2023 | 7.7% |
WP CAREY INC | 16 | Q3 2023 | 6.2% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.7% |
SSGA ACTIVE ETF TR | 16 | Q3 2023 | 2.8% |
INVESCO QQQ TR | 16 | Q3 2023 | 4.6% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 4.6% |
FIRST TR EXCHANGE-TRADED FD | 16 | Q3 2023 | 2.5% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 4.7% |
View EWG Elevate Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-10 |
13F-HR | 2024-01-09 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-12 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-11 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-11 |
13F-HR | 2022-04-12 |
13F-HR | 2022-01-21 |
View EWG Elevate 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.