| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Mid-Cap ETF | 19 | Q2 2024 | 5.5% |
| SCHWABSTRATEGICTR | 19 | Q2 2024 | 5.2% |
| APPLE INC | 19 | Q2 2024 | 5.3% |
| Schwab US Large-Cap ETF | 19 | Q2 2024 | 6.7% |
| SPDR S&P MIDCAP 400 ETF TR | 19 | Q2 2024 | 4.6% |
| ABBVIE INC | 19 | Q2 2024 | 5.1% |
| ABBOTT LABS | 19 | Q2 2024 | 4.8% |
| Schwab US Large-Cap Growth ETF | 19 | Q2 2024 | 4.9% |
| ISHARESTR | 19 | Q2 2024 | 3.5% |
| Schwab US Large-Cap Value ETF | 19 | Q2 2024 | 4.4% |
View ARBOR TRUST WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-15 |
View ARBOR TRUST 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.