| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE US AGGBD ET | 13 | Q1 2022 | 14.0% |
| ISHARES TR CORE S&P500 ETF | 13 | Q1 2022 | 9.0% |
| APPLE INCORPORATED | 13 | Q1 2022 | 6.3% |
| SPDR S&P 500 ETF TR | 13 | Q1 2022 | 4.6% |
| PUT 10 INVESCO QQQ SER 1 | 13 | Q1 2022 | 11.5% |
| AMAZON COM INCORPORATED | 13 | Q1 2022 | 3.1% |
| MICROSOFT CORPORATION | 13 | Q1 2022 | 1.6% |
| VANGUARD TOTAL | 13 | Q1 2022 | 6.7% |
| SPDR GOLD TRUST | 13 | Q1 2022 | 4.7% |
| JPMORGAN CHASE & COMPANY | 13 | Q1 2022 | 0.6% |
View Golden State Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2023-05-11 |
| 13F-HR/A | 2022-05-19 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-12 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-01-28 |
| 13F-HR | 2020-11-12 |
| 13F-HR/A | 2020-08-13 |
View Golden State Wealth Management, 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.