Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
JPMORGAN CHASE & CO | 20 | Q3 2023 | 12.8% |
ISHARES TRCORE S&P US VLU | 20 | Q3 2023 | 10.7% |
ISHARES TRCORE S&P US GWT | 20 | Q3 2023 | 6.9% |
ISHARES TRIBOXX INV CP ETF | 20 | Q3 2023 | 8.3% |
ISHARES TRCORE S&P SCP ETF | 20 | Q3 2023 | 9.6% |
ISHARES TR3 7 YR TREAS BD | 20 | Q3 2023 | 6.4% |
ISHARES TRNATIONAL MUN ETF | 20 | Q3 2023 | 3.0% |
APPLE INCCOM | 20 | Q3 2023 | 1.5% |
ISHARES TRSHRT NAT MUN ETF | 20 | Q3 2023 | 2.1% |
CLOROX CO DELCOM | 20 | Q3 2023 | 1.8% |
View ERTS Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-08 |
13F-HR/A | 2022-08-09 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-11 |
View ERTS Wealth 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.