Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 11 | Q2 2024 | 38.6% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 12.5% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 16.3% |
EXXON MOBIL CORP | 11 | Q2 2024 | 9.6% |
APPLE INC | 11 | Q2 2024 | 6.1% |
SPDR S&P 500 ETF TR | 11 | Q2 2024 | 6.9% |
VANGUARD WHITEHALL FDS | 11 | Q2 2024 | 16.4% |
NORTHERN LTS FD TR IV | 11 | Q2 2024 | 5.7% |
MICROSOFT CORP | 11 | Q2 2024 | 3.6% |
ALPHABET INC | 11 | Q2 2024 | 3.6% |
View McAlister, Sweet & Associates, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-02 |
13F-HR | 2024-04-02 |
13F-HR | 2024-01-04 |
13F-HR | 2023-10-03 |
13F-HR | 2023-07-05 |
13F-HR | 2023-04-05 |
13F-HR | 2023-01-10 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-05 |
13F-HR | 2022-04-04 |
View McAlister, Sweet & Associates, Inc.'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.