$311 Million is the total value of Blueprint Investment Partners LLC's 109 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 50.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | Buy | SPDR Bloomberg 1-3 Month T-Billstock | $34,938,821 | +165.4% | 380,514 | +165.4% | 11.23% | +137.6% |
| New | Tidal Tr Ii Blueprint Chesapea Ke Multistock | $26,788,273 | – | 1,067,666 | +100.0% | 8.61% | – | |
| OPER | Buy | ClearShares Ultra-Short Maturitystock | $26,330,560 | +88.7% | 262,780 | +88.9% | 8.46% | +68.9% |
| SPTM | Sell | SPDR Portfolio S&P 1500 Composite Stock ETFstock | $24,045,771 | -15.4% | 458,101 | -12.3% | 7.73% | -24.3% |
| SPDW | Sell | SPDR Portfolio Developed Wld ex-USstock | $20,863,665 | -14.4% | 672,804 | -10.1% | 6.70% | -23.3% |
| SHV | Buy | iShares Short Treasury Bondstock | $14,506,654 | +144.0% | 131,317 | +144.0% | 4.66% | +118.5% |
| FYT | Buy | First Trust Small Cap Value AlphaDEXstock | $12,060,032 | +2.9% | 256,733 | +0.9% | 3.88% | -7.9% |
| NVDA | Sell | NVIDIA Corpstock | $9,763,573 | -11.5% | 22,445 | -14.0% | 3.14% | -20.8% |
| IVV | Sell | iShares Core S&P 500stock | $9,391,611 | -44.3% | 21,869 | -42.2% | 3.02% | -50.1% |
| AAPL | Buy | Apple Incstock | $7,935,823 | -7.3% | 46,351 | +5.0% | 2.55% | -17.0% |
| MSFT | Sell | Microsoft Corpstock | $7,299,849 | -9.6% | 23,119 | -2.5% | 2.35% | -19.0% |
| SPEM | Sell | SPDR Emerging Markets ETFstock | $6,464,205 | -30.0% | 192,558 | -28.3% | 2.08% | -37.3% |
| SGOV | Buy | iShares 0-3 Month Treasury Bond ETFstock | $4,776,463 | +196.6% | 47,446 | +196.4% | 1.54% | +165.6% |
| VEA | Sell | Vanguard Developed Markets Index Fund ETFstock | $4,592,943 | -48.8% | 105,053 | -45.9% | 1.48% | -54.2% |
| SCHB | Buy | Schwab US Broad Market ETFstock | $4,425,882 | +26.1% | 88,784 | +30.7% | 1.42% | +12.9% |
| IAU | Sell | iShares Gold Truststock | $4,222,628 | -43.9% | 120,681 | -41.7% | 1.36% | -49.8% |
| USRT | Buy | iShares Core US REITstock | $4,120,729 | +23.7% | 87,340 | +34.8% | 1.32% | +10.7% |
| BRKB | Buy | Berkshire Hathaway Inc Class Bstock | $3,695,665 | +5.8% | 10,550 | +3.0% | 1.19% | -5.3% |
| GOOGL | Buy | Alphabet Inc Class Astock | $3,660,546 | +56.7% | 27,973 | +43.3% | 1.18% | +40.2% |
| GOVT | Sell | iShares US Treasury Bond ETFstock | $3,622,103 | -6.0% | 164,342 | -2.3% | 1.16% | -15.8% |
| FLOT | New | iShares Floating Ratestock | $3,428,611 | – | 67,373 | +100.0% | 1.10% | – |
| MPLX | Sell | MPLX LPstock | $3,316,013 | +3.3% | 93,225 | -1.5% | 1.07% | -7.5% |
| SPIP | Buy | SPDR Portfolio TIPS ETFstock | $3,223,108 | +14.7% | 129,754 | +19.3% | 1.04% | +2.7% |
| BWX | Buy | SPDR Bloomberg Barclays International Treasury Bond ETFstock | $3,201,045 | +10.7% | 150,708 | +17.5% | 1.03% | -0.9% |
| SPY | Buy | SPDR S&P 500 Truststock | $2,905,015 | -0.4% | 6,795 | +3.3% | 0.93% | -10.8% |
| AMZN | Buy | Amazon.com Incstock | $2,699,327 | +31.5% | 21,234 | +34.8% | 0.87% | +17.8% |
| VUG | Sell | Vanguard Growth ETFstock | $2,604,395 | -5.1% | 9,564 | -1.4% | 0.84% | -15.0% |
| TSLA | Buy | Tesla Incstock | $2,359,824 | +28.6% | 9,431 | +34.6% | 0.76% | +15.0% |
| JPM | Buy | JP Morgan Chase & Co.stock | $2,277,714 | +3.6% | 15,706 | +3.9% | 0.73% | -7.2% |
| PG | Sell | Procter & Gamble Costock | $1,909,487 | -12.6% | 13,091 | -9.1% | 0.61% | -21.8% |
| ITOT | Buy | iShares Core S&P Total US Stock Marketstock | $1,776,312 | +13.4% | 18,858 | +17.8% | 0.57% | +1.6% |
| VTV | Buy | Vanguard Value ETFstock | $1,766,461 | +1.4% | 12,806 | +4.4% | 0.57% | -9.1% |
| FB | Buy | Meta Platforms Incstock | $1,574,301 | +63.8% | 5,244 | +56.6% | 0.51% | +46.7% |
| SCHF | Buy | Schwab International Equitystock | $1,490,232 | +18.8% | 43,882 | +24.7% | 0.48% | +6.4% |
| XOM | Buy | Exxon Mobil Corporationstock | $1,461,939 | +34.9% | 12,433 | +23.0% | 0.47% | +20.8% |
| VTI | Sell | Vanguard Total Stock Marketstock | $1,433,114 | -24.7% | 6,746 | -21.9% | 0.46% | -32.5% |
| SPMD | Buy | SPDR Portfolio S&P 400 Mid Capstock | $1,389,185 | +8.6% | 31,723 | +13.8% | 0.45% | -2.8% |
| V | Sell | Visa Incstock | $1,319,939 | -6.7% | 5,738 | -3.7% | 0.42% | -16.5% |
| IEFA | iShares Core MSCI EAFE ETFstock | $1,316,922 | -4.7% | 20,465 | 0.0% | 0.42% | -14.7% | |
| MA | Buy | Mastercard Incstock | $1,312,045 | +9.2% | 3,314 | +8.5% | 0.42% | -2.1% |
| LLY | Buy | Eli Lilly and Companystock | $1,311,134 | +37.2% | 2,441 | +19.8% | 0.42% | +22.7% |
| CSCO | Sell | Cisco Systems Incstock | $1,232,555 | -6.7% | 22,927 | -10.2% | 0.40% | -16.5% |
| IEI | Buy | iShares 3-7 Year Treasury Bond ETFstock | $1,214,998 | +107.2% | 10,737 | +111.0% | 0.39% | +84.8% |
| GOOG | Sell | Alphabet Inc Class Cstock | $1,139,315 | +1.7% | 8,641 | -6.7% | 0.37% | -9.0% |
| HD | Buy | Home Depot Incstock | $1,088,984 | +88.3% | 3,604 | +93.6% | 0.35% | +68.3% |
| AVGO | Sell | Broadcom Incstock | $1,077,262 | -5.0% | 1,297 | -0.8% | 0.35% | -15.0% |
| ADBE | Buy | Adobe Incstock | $1,040,196 | +11.1% | 2,040 | +6.6% | 0.33% | -0.6% |
| COM | Buy | Direxion Auspice Broad Commodity Strategy ETFstock | $987,581 | +0.9% | 33,263 | +0.0% | 0.32% | -9.7% |
| JNJ | Buy | Johnson & Johnsonstock | $977,720 | +344.0% | 6,277 | +371.6% | 0.31% | +297.5% |
| WMT | Sell | Walmart Incstock | $858,334 | -1.7% | 5,366 | -3.4% | 0.28% | -12.1% |
| SCHH | Buy | Schwab US REITstock | $793,284 | +11.5% | 44,692 | +22.7% | 0.26% | 0.0% |
| ADP | New | Automatic Data Processing Incstock | $753,015 | – | 3,130 | +100.0% | 0.24% | – |
| MRK | Sell | Merck & Co Incstock | $749,681 | -44.7% | 7,282 | -38.1% | 0.24% | -50.5% |
| OKE | New | Oneok Incstock | $737,056 | – | 11,620 | +100.0% | 0.24% | – |
| COST | Buy | Costco Wholesale Corpstock | $699,985 | +93.5% | 1,239 | +84.4% | 0.22% | +73.1% |
| UNH | New | UnitedHealth Group Incstock | $618,217 | – | 1,226 | +100.0% | 0.20% | – |
| SPSM | Sell | SPDR Portfolio SmallCapstock | $615,091 | -24.6% | 16,669 | -20.7% | 0.20% | -32.4% |
| ACN | Sell | Accenture PLCstock | $617,598 | -5.8% | 2,011 | -5.4% | 0.20% | -15.7% |
| AMGN | New | Amgen Incstock | $609,278 | – | 2,267 | +100.0% | 0.20% | – |
| TT | Buy | Trane Technologies Plcstock | $602,439 | +92.7% | 2,969 | +81.6% | 0.19% | +73.2% |
| AGG | Sell | iShares Core US Aggregate Bond ETFstock | $557,186 | -24.3% | 5,925 | -21.2% | 0.18% | -32.2% |
| CVX | Buy | Chevron Corpstock | $553,748 | +118.9% | 3,284 | +104.2% | 0.18% | +95.6% |
| Sell | Linde PLCstock | $542,513 | -12.0% | 1,457 | -9.9% | 0.17% | -21.3% | |
| BIBL | Sell | Inspire100 ETFstock | $510,184 | -33.1% | 16,320 | -29.6% | 0.16% | -40.1% |
| IJH | Sell | iShares Core S&P Mid-Cap ETFstock | $503,936 | -23.9% | 2,021 | -20.2% | 0.16% | -31.9% |
| SCHE | Buy | Schwab Emerging Markets Equity ETFstock | $487,244 | +3.4% | 20,352 | +6.4% | 0.16% | -7.1% |
| CRM | Sell | Salesforce Incstock | $483,224 | -27.5% | 2,383 | -24.5% | 0.16% | -35.1% |
| IEMG | Sell | iShares Core MSCI Emerging Markets ETFstock | $476,948 | -24.6% | 10,022 | -21.9% | 0.15% | -32.6% |
| FERG | Sell | Ferguson Plc Ordstock | $460,022 | -4.2% | 2,797 | -8.3% | 0.15% | -14.0% |
| WST | Sell | West Pharm Srvc Incstock | $457,380 | -8.6% | 1,219 | -6.8% | 0.15% | -18.3% |
| PRU | New | Prudential Financial Incstock | $457,939 | – | 4,826 | +100.0% | 0.15% | – |
| IBM | Buy | International Business Machinesstock | $454,992 | +9.2% | 3,243 | +4.1% | 0.15% | -2.7% |
| GWW | Sell | W.W. Grainger Incstock | $447,620 | -53.0% | 647 | -46.4% | 0.14% | -57.9% |
| LOW | Sell | Lowe's Companies Incstock | $435,216 | -40.2% | 2,094 | -35.1% | 0.14% | -46.4% |
| MMC | Sell | Marsh & McLennan Co Incstock | $424,939 | -1.7% | 2,233 | -2.8% | 0.14% | -11.6% |
| CMCSA | Sell | Comcast Corp Astock | $414,534 | -26.9% | 9,349 | -31.5% | 0.13% | -34.8% |
| FVD | First Trust Value Line Dividend Index Fundstock | $411,888 | -6.7% | 11,016 | 0.0% | 0.13% | -17.0% | |
| INTU | Sell | Intuit Incstock | $408,752 | +2.3% | 800 | -8.3% | 0.13% | -8.4% |
| INTC | New | Intel Corpstock | $390,196 | – | 10,976 | +100.0% | 0.12% | – |
| LNG | New | Cheniere Energy Incstock | $389,010 | – | 2,344 | +100.0% | 0.12% | – |
| ABBV | New | AbbVie Incstock | $389,940 | – | 2,616 | +100.0% | 0.12% | – |
| HPE | Buy | Hewlett Packard Enterprise Costock | $356,779 | +4.8% | 20,540 | +1.3% | 0.12% | -5.7% |
| SLB | New | Schlumberger NVstock | $355,105 | – | 6,091 | +100.0% | 0.11% | – |
| CDNS | Sell | Cadence Design Systems Incstock | $350,981 | -6.7% | 1,498 | -6.6% | 0.11% | -16.3% |
| EXPD | Sell | Expeditors International of Washstock | $352,487 | -54.7% | 3,075 | -52.1% | 0.11% | -59.5% |
| New | Bunge Ltdstock | $337,523 | – | 3,118 | +100.0% | 0.11% | – | |
| CAT | New | Caterpillar Incstock | $331,422 | – | 1,214 | +100.0% | 0.11% | – |
| HAS | New | Hasbro Incstock | $327,326 | – | 4,949 | +100.0% | 0.10% | – |
| IXUS | Sell | iShares Core MSCI Total International Stock ETFstock | $310,592 | -7.4% | 5,177 | -3.3% | 0.10% | -16.7% |
| VLO | New | Valero Energy Corpstock | $306,518 | – | 2,163 | +100.0% | 0.10% | – |
| NOW | Sell | ServiceNow Incstock | $297,366 | -7.7% | 532 | -7.2% | 0.10% | -17.2% |
| INTF | iShares FactorSelect MSCI Interstock | $297,275 | -3.6% | 11,500 | 0.0% | 0.10% | -13.5% | |
| SPXL | Sell | Direxion Daily S&P 500 Bull 3Xstock | $280,703 | -35.3% | 3,589 | -25.5% | 0.09% | -42.3% |
| VOO | Sell | Vanguard S&P 500stock | $272,780 | -5.7% | 694 | -2.3% | 0.09% | -15.4% |
| KO | Sell | Coca Cola Companystock | $272,510 | -71.6% | 4,868 | -69.5% | 0.09% | -74.5% |
| BKR | New | Baker Hughes Companystock | $261,050 | – | 7,391 | +100.0% | 0.08% | – |
| VNQ | Sell | Vanguard Real Estatestock | $254,141 | -10.2% | 3,359 | -0.8% | 0.08% | -19.6% |
| WELL | Sell | Welltower Incstock | $252,723 | -1.8% | 3,085 | -3.1% | 0.08% | -12.0% |
| NEE | Buy | NextEra Energy Incstock | $229,217 | -21.4% | 4,001 | +1.8% | 0.07% | -29.5% |
| T | Buy | AT&T Incstock | $227,988 | -4.5% | 15,179 | +1.4% | 0.07% | -15.1% |
| ZTS | Sell | Zoetis Incstock | $220,606 | -9.5% | 1,268 | -10.5% | 0.07% | -19.3% |
| VRTX | Sell | Vertex Pharmaceuticals Incstock | $220,119 | -26.8% | 633 | -25.9% | 0.07% | -34.3% |
| SYLD | Cambria Shareholder Yield ETFstock | $217,870 | +1.1% | 3,522 | 0.0% | 0.07% | -9.1% | |
| IJR | Sell | iShares Core S&P Small-Cap ETFstock | $218,468 | -15.9% | 2,316 | -11.1% | 0.07% | -24.7% |
| VB | New | Vanguard Small-Capstock | $215,671 | – | 1,140 | +100.0% | 0.07% | – |
| TIP | New | iShares TIPS Bond ETFstock | $214,696 | – | 2,069 | +100.0% | 0.07% | – |
| EYLD | New | Cambria Emerging Markets Shareholder Yieldstock | $203,628 | – | 7,100 | +100.0% | 0.06% | – |
| WWJD | Sell | Inspire International ETFstock | $202,748 | -37.5% | 7,694 | -34.1% | 0.06% | -44.0% |
| RNRG | Global X Renewable Energy Producersstock | $120,200 | -16.6% | 12,020 | 0.0% | 0.04% | -25.0% | |
| Exit | Imaflex Incstock/etf | $0 | – | -91,095 | -100.0% | 0.00% | – | |
| Exit | Lulus Fashion Lounge Holstock/etf | $0 | – | -19,429 | -100.0% | -0.02% | – | |
| Exit | CIM Real Estate Fin Tr Incstock/etf | $0 | – | -17,993 | -100.0% | -0.04% | – | |
| SH | Exit | Proshares Short S&P 500stock/etf | $0 | – | -14,363 | -100.0% | -0.07% | – |
| NFLX | Exit | Netflix Incstock/etf | $0 | – | -482 | -100.0% | -0.08% | – |
| XLU | Exit | SPDR Utilities Select Sectorstock/etf | $0 | – | -3,464 | -100.0% | -0.08% | – |
| MDT | Exit | Medtronic PLCstock/etf | $0 | – | -2,601 | -100.0% | -0.08% | – |
| EW | Exit | Edwards Life Sciences Corpstock/etf | $0 | – | -2,512 | -100.0% | -0.08% | – |
| MCO | Exit | Moody's Corpstock/etf | $0 | – | -761 | -100.0% | -0.10% | – |
| LRCX | Exit | Lam Research Corpstock/etf | $0 | – | -418 | -100.0% | -0.10% | – |
| EFG | Exit | iShares MSCI EAFE Growth ETFstock/etf | $0 | – | -2,913 | -100.0% | -0.10% | – |
| EZU | Exit | iShares MSCI Eurozonestock/etf | $0 | – | -6,155 | -100.0% | -0.10% | – |
| IDXX | Exit | IDEXX Labs Corpstock/etf | $0 | – | -577 | -100.0% | -0.10% | – |
| XLY | Exit | SPDR Consumer Discretionary Select Sector ETFstock/etf | $0 | – | -1,792 | -100.0% | -0.11% | – |
| SPGI | Exit | S&P Global Incstock/etf | $0 | – | -780 | -100.0% | -0.11% | – |
| GLD | Exit | SPDR Gold Sharesstock/etf | $0 | – | -1,756 | -100.0% | -0.11% | – |
| GIS | Exit | General Mills Incstock/etf | $0 | – | -4,355 | -100.0% | -0.12% | – |
| EQIX | Exit | Equinix Incstock/etf | $0 | – | -429 | -100.0% | -0.12% | – |
| XLC | Exit | SPDR Communications Select Sectorstock/etf | $0 | – | -5,341 | -100.0% | -0.12% | – |
| SPTI | Exit | SPDR Portfolio Intmdt Term Trs ETFstock/etf | $0 | – | -12,877 | -100.0% | -0.13% | – |
| GVI | Exit | iShares Intermediate Government/Credit Bondstock/etf | $0 | – | -3,581 | -100.0% | -0.13% | – |
| XLP | Exit | SPDR Consumer Staples Select Sectorstock/etf | $0 | – | -4,983 | -100.0% | -0.13% | – |
| TFLO | Exit | iShares Treasury Floating Rate Bondstock/etf | $0 | – | -7,743 | -100.0% | -0.14% | – |
| SOXX | Exit | iShares PHLX SOX Semiconductorstock/etf | $0 | – | -797 | -100.0% | -0.14% | – |
| CL | Exit | Colgate-Palmolive Costock/etf | $0 | – | -5,352 | -100.0% | -0.15% | – |
| KMB | Exit | Kimberly-Clark Corpstock/etf | $0 | – | -3,082 | -100.0% | -0.15% | – |
| ITB | Exit | iShares U.S. Home Construction ETFstock/etf | $0 | – | -5,160 | -100.0% | -0.16% | – |
| BLK | Exit | BlackRock Incstock/etf | $0 | – | -651 | -100.0% | -0.16% | – |
| GILD | Exit | Gilead Sciences Incstock/etf | $0 | – | -5,864 | -100.0% | -0.16% | – |
| XYL | Exit | Xylem Incstock/etf | $0 | – | -4,041 | -100.0% | -0.16% | – |
| LQD | Exit | iShares iBoxx Investment Grade Corporate Bond ETFstock/etf | $0 | – | -4,263 | -100.0% | -0.16% | – |
| MLPX | Exit | Global X MLP & Energy Infrastructurestock/etf | $0 | – | -11,069 | -100.0% | -0.16% | – |
| AMAT | Exit | Applied Materials Incstock/etf | $0 | – | -3,193 | -100.0% | -0.17% | – |
| TLT | Exit | iShares Barclays 20 Yr Treasury Bondstock/etf | $0 | – | -4,867 | -100.0% | -0.18% | – |
| SHY | Exit | iShares 1-3 Year Treasury Bond ETFstock/etf | $0 | – | -6,272 | -100.0% | -0.18% | – |
| DEM | Exit | WisdomTree Emerging Markets High Dividendstock/etf | $0 | – | -13,318 | -100.0% | -0.18% | – |
| VPL | Exit | Vanguard Pacific Stockstock/etf | $0 | – | -7,754 | -100.0% | -0.19% | – |
| SSO | Exit | Proshares Ultra S&P 500stock/etf | $0 | – | -9,930 | -100.0% | -0.21% | – |
| ECL | Exit | Ecolab Incstock/etf | $0 | – | -3,116 | -100.0% | -0.21% | – |
| MCD | Exit | McDonald's Corporationstock/etf | $0 | – | -2,108 | -100.0% | -0.23% | – |
| IDV | Exit | iShares International Select Dividendstock/etf | $0 | – | -24,168 | -100.0% | -0.23% | – |
| Exit | Simplify Enhanced Income ETFstock/etf | $0 | – | -25,358 | -100.0% | -0.23% | – | |
| VEU | Exit | Vanguard FTSE All-World ex-US Index ETFstock/etf | $0 | – | -11,657 | -100.0% | -0.23% | – |
| SVOL | Exit | Simplify Volatility Premium ETFstock/etf | $0 | – | -28,049 | -100.0% | -0.23% | – |
| PSQ | Exit | ProShares Short QQQstock/etf | $0 | – | -63,021 | -100.0% | -0.24% | – |
| BNDX | Exit | Vanguard Total International Bond Index ETFstock/etf | $0 | – | -13,803 | -100.0% | -0.24% | – |
| XLV | Exit | SPDR Health Care Select Sectorstock/etf | $0 | – | -5,132 | -100.0% | -0.24% | – |
| AMLP | Exit | ALPS Alerian MLP ETFstock/etf | $0 | – | -19,277 | -100.0% | -0.27% | – |
| JCI | Exit | Johnson Controls Internationalstock/etf | $0 | – | -11,489 | -100.0% | -0.28% | – |
| HYG | Exit | iShares iBoxx $ High Yield Corporate Bond ETFstock/etf | $0 | – | -13,168 | -100.0% | -0.36% | – |
| XLK | Exit | SPDR Technology Select Sectorstock/etf | $0 | – | -6,682 | -100.0% | -0.42% | – |
| PEP | Exit | Pepsico Incorporatedstock/etf | $0 | – | -8,282 | -100.0% | -0.55% | – |
| OCIO | Exit | Etf Ser Solutions Clearshs Ociostock/etf | $0 | – | -82,733 | -100.0% | -0.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR PORTFOLI SP1500 | 16 | Q3 2023 | 25.8% |
| SPDR SERIES TRUST | 16 | Q3 2023 | 11.8% |
| ISHARES TRUST CRE U S REIT ETF | 16 | Q3 2023 | 10.6% |
| SCHWABUSBROADMARKETETF | 16 | Q3 2023 | 9.5% |
| SPDR SP Emerging Markets ETF | 16 | Q3 2023 | 8.2% |
| iShares US Treasury Bond ETF | 16 | Q3 2023 | 15.8% |
| SPDRSERIESTRUSTPORTFLITIPSETF | 16 | Q3 2023 | 6.3% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.8% |
| Schwab US REIT ETF | 16 | Q3 2023 | 2.3% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.5% |
View Blueprint Investment Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-04 |
View Blueprint Investment Partners 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)
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