| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 23 | Q2 2024 | 30.4% |
| ISHARES TR | 23 | Q2 2024 | 24.0% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 11.7% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 17.5% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 15.4% |
| ISHARES TR | 23 | Q2 2024 | 7.1% |
| MICROSOFT CORP | 23 | Q2 2024 | 2.2% |
| ISHARES TR | 23 | Q2 2024 | 11.3% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 2.2% |
| ISHARES TR | 23 | Q2 2024 | 1.5% |
View Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View Financial 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.