Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2014 |
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.