| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US BROAD MARKET ETF | 4 | Q3 2023 | 15.4% |
| ISHARES TR | 4 | Q3 2023 | 8.7% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 7.2% |
| SCHWAB US AGGREGATE BONDETF | 4 | Q3 2023 | 6.5% |
| VANGUARD REAL ESTATE ETF | 4 | Q3 2023 | 5.8% |
| CAPSTAR FINL HLDGS INC | 4 | Q3 2023 | 3.6% |
| APPLE INC | 4 | Q3 2023 | 2.8% |
| SCHWAB US LARGE CAP GROWTH ETF | 4 | Q3 2023 | 2.1% |
| SCHWAB US LARGE CAP VALUE ETF | 4 | Q3 2023 | 2.3% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 1.7% |
View Nalls Sherbakoff Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.