Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 23 | Q2 2024 | 14.4% |
INVESCO EXCHANGE TRADED FD T | 23 | Q2 2024 | 12.2% |
ISHARES TR | 23 | Q2 2024 | 12.3% |
GOLDMAN SACHS ETF TR | 23 | Q2 2024 | 6.0% |
ISHARES TR | 23 | Q2 2024 | 5.0% |
SPDR S&P 500 ETF TR | 23 | Q2 2024 | 1.4% |
SCHWAB STRATEGIC TR | 22 | Q2 2024 | 8.3% |
VANGUARD INDEX FDS | 22 | Q2 2024 | 12.6% |
ISHARES TR | 22 | Q2 2024 | 2.5% |
SCHWAB STRATEGIC TR | 21 | Q2 2024 | 10.4% |
View WADDELL & ASSOCIATES, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-21 |
13F-HR | 2024-08-06 |
13F-HR | 2024-05-08 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-07 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-27 |
View WADDELL & ASSOCIATES, 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.