| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 16 | Q3 2023 | 11.7% |
| SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | 16 | Q3 2023 | 6.4% |
| MICROSOFT CORP COM | 16 | Q3 2023 | 3.1% |
| VANGUARD REAL ESTATE ETF | 16 | Q3 2023 | 4.0% |
| ISHARES TR EAFE VALUE ETF | 16 | Q3 2023 | 2.0% |
| ISHARES TR | 16 | Q3 2023 | 1.7% |
| ISHARES TR | 16 | Q3 2023 | 2.4% |
| ISHARES TR | 16 | Q3 2023 | 1.9% |
| ISHARES TR | 16 | Q3 2023 | 2.2% |
| VANGUARD SMALL-CAP INDEX FUND | 16 | Q3 2023 | 1.3% |
View Wealth Alliance's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR/A | 2022-10-11 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-14 |
View Wealth Alliance'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.