Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 19 | Q2 2024 | 11.7% |
MICROSOFT CORP COM | 19 | Q2 2024 | 3.1% |
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | 19 | Q2 2024 | 6.4% |
VANGUARD REAL ESTATE ETF | 19 | Q2 2024 | 4.0% |
ISHARES TR EAFE VALUE ETF | 19 | Q2 2024 | 2.0% |
ISHARES TR | 19 | Q2 2024 | 3.1% |
ISHARES TR | 19 | Q2 2024 | 2.4% |
ISHARES TR | 19 | Q2 2024 | 1.7% |
ISHARES TR | 19 | Q2 2024 | 1.9% |
VANGUARD SMALL-CAP INDEX FUND | 19 | Q2 2024 | 1.3% |
View Wealth Alliance's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-09 |
N-PX | 2024-08-05 |
13F-HR | 2024-05-10 |
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 |
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.