Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB US BROAD MARKET ETF | 5 | Q4 2023 | 15.9% |
SCHWAB STRATEGIC TR | 5 | Q4 2023 | 7.4% |
ISHARES TR | 5 | Q4 2023 | 8.7% |
VANGUARD REAL ESTATE ETF | 5 | Q4 2023 | 5.8% |
SCHWAB US AGGREGATE BONDETF | 5 | Q4 2023 | 6.5% |
CAPSTAR FINL HLDGS INC | 5 | Q4 2023 | 3.6% |
APPLE INC | 5 | Q4 2023 | 2.8% |
SCHWAB US LARGE CAP GROWTH ETF | 5 | Q4 2023 | 2.2% |
SCHWAB US LARGE CAP VALUE ETF | 5 | Q4 2023 | 2.3% |
SCHWAB STRATEGIC TR | 5 | Q4 2023 | 1.7% |
View Nalls Sherbakoff Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-13 |
13F-HR | 2024-04-09 |
13F-HR | 2023-10-17 |
13F-HR | 2023-10-17 |
13F-HR | 2023-10-17 |
13F-HR/A | 2019-02-15 |
13F-HR | 2019-02-13 |
View Nalls Sherbakoff 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.