Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 18 | Q3 2023 | 10.1% |
INVESCO QQQ TR | 18 | Q3 2023 | 6.3% |
SCHWAB STRATEGIC TR | 18 | Q3 2023 | 13.1% |
INVESCO EXCHANGE TRADED FD T | 18 | Q3 2023 | 6.6% |
ISHARES TR | 18 | Q3 2023 | 8.5% |
ISHARES TR | 18 | Q3 2023 | 3.4% |
ISHARES TR | 18 | Q3 2023 | 1.6% |
SPDR SER TR | 18 | Q3 2023 | 3.9% |
SPDR SER TR | 18 | Q3 2023 | 1.9% |
ISHARES TR | 18 | Q3 2023 | 1.3% |
View COLTON GROOME FINANCIAL ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-31 |
13F-HR | 2023-10-23 |
13F-HR | 2023-07-27 |
13F-HR | 2023-04-17 |
13F-HR | 2023-01-25 |
13F-HR | 2022-10-20 |
13F-HR | 2022-07-26 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-19 |
View COLTON GROOME FINANCIAL ADVISORS, 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.