| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q2 2024 | 20.5% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 11.5% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 15.1% |
| VANGUARD TAX-MANAGED INTL FD | 19 | Q2 2024 | 13.5% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 9.9% |
| ISHARES TR | 19 | Q2 2024 | 11.0% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 4.6% |
| UNITED PARCEL SERVICE INC | 19 | Q2 2024 | 5.2% |
| ISHARES INC | 19 | Q2 2024 | 4.9% |
| APPLE INC | 19 | Q2 2024 | 9.5% |
View Marcum Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-02 |
| N-PX | 2024-07-02 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-14 |
View Marcum Wealth, 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.