| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 19 | Q2 2024 | 20.8% |
| SPDR SER TR | 19 | Q2 2024 | 15.2% |
| SPDR INDEX SHS FDS | 19 | Q2 2024 | 11.1% |
| SPDR INDEX SHS FDS | 19 | Q2 2024 | 6.7% |
| SPDR SER TR | 19 | Q2 2024 | 4.1% |
| VANGUARD SCOTTSDALE FDS | 19 | Q2 2024 | 3.6% |
| ISHARES INC | 19 | Q2 2024 | 2.8% |
| PIMCO ETF TR | 19 | Q2 2024 | 8.9% |
| SPDR SER TR | 19 | Q2 2024 | 1.8% |
| ISHARES TR | 19 | Q2 2024 | 2.8% |
View Financial Strategies Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| N-PX | 2024-07-17 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-08 |
View Financial Strategies Group, 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.