Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB US TIPS ETF | 16 | Q3 2023 | 15.8% |
BROADCOM INC COM | 16 | Q3 2023 | 5.5% |
TEXAS INSTRS INC COM | 16 | Q3 2023 | 4.2% |
ABBVIE INC COM | 16 | Q3 2023 | 4.4% |
INFOSYS LTD SPONSORED ADR | 16 | Q3 2023 | 4.9% |
ISHARES INTERMEDIATE CREDIT BOND ETF | 16 | Q3 2023 | 6.0% |
FASTENAL CO COM | 16 | Q3 2023 | 3.7% |
SCHWAB U.S. SMALL-CAP ETF | 16 | Q3 2023 | 3.9% |
SCHWAB U.S. LARGE-CAP ETF | 16 | Q3 2023 | 3.7% |
ISHARES LONG-TERM CORPORATE BOND ETF | 16 | Q3 2023 | 3.8% |
View Carolina Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-05 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-17 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-14 |
13F-HR | 2023-01-10 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-19 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-24 |
View Carolina Wealth 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.