| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE SP 500 ETF | 15 | Q2 2024 | 54.8% |
| ISHARES CORE DIVIDEND GROWTH ETF | 15 | Q2 2024 | 31.2% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | 15 | Q2 2024 | 7.5% |
| VANGUARD SP 500 ETF | 15 | Q2 2024 | 15.2% |
| ISHARES RUSSELL 1000 ETF | 15 | Q2 2024 | 3.0% |
| WISDOMTREE U.S. LARGECAP FUND | 15 | Q2 2024 | 0.9% |
| INVESCO QQQ TRUST SERIES I | 15 | Q2 2024 | 0.5% |
| TESLA INC COM | 15 | Q2 2024 | 0.3% |
| ISHARES SP SMALL-CAP FUND | 14 | Q2 2024 | 8.9% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 12 | Q2 2024 | 15.8% |
View IFS Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-29 |
| N-PX | 2024-07-26 |
| 13F-HR | 2024-04-04 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-27 |
View IFS 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.