| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 22 | Q2 2024 | 19.4% |
| SPDR SER TR | 22 | Q2 2024 | 17.4% |
| VANGUARD BD INDEX FDS | 22 | Q2 2024 | 13.9% |
| VANGUARD TAX-MANAGED INTL FD | 22 | Q2 2024 | 8.3% |
| ISHARES TR | 22 | Q2 2024 | 4.5% |
| SPDR SER TR | 22 | Q2 2024 | 9.2% |
| SPDR INDEX SHS FDS | 22 | Q2 2024 | 6.4% |
| VANGUARD INDEX FDS | 22 | Q2 2024 | 2.6% |
| APPLE INC | 22 | Q2 2024 | 3.4% |
| PROCTER & GAMBLE CO | 22 | Q2 2024 | 2.0% |
View NICOLET ADVISORY SERVICES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| N-PX | 2024-08-13 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-08 |
View NICOLET ADVISORY SERVICES, 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.