Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 16 | Q3 2023 | 7.2% |
INVESCO EXCH TRD SLF IDX FD | 16 | Q3 2023 | 6.0% |
MICROSOFT CORP | 16 | Q3 2023 | 4.2% |
AMAZON COM INC | 16 | Q3 2023 | 4.5% |
ALPHABET INC | 16 | Q3 2023 | 3.7% |
META PLATFORMS INC | 16 | Q3 2023 | 4.6% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 13.4% |
NEXTERA ENERGY INC | 16 | Q3 2023 | 3.2% |
VALERO ENERGY CORP NEW | 16 | Q3 2023 | 2.7% |
ENBRIDGE INC | 16 | Q3 2023 | 2.7% |
View S.E.E.D. Planning Group LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-17 |
13F-HR | 2023-07-18 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-20 |
13F-HR | 2022-07-26 |
13F-HR | 2022-04-26 |
13F-HR | 2022-01-24 |
View S.E.E.D. Planning 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.