Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 16 | Q3 2023 | 22.3% |
INVESCO FTSE RAFI US 1000 ETF | 16 | Q3 2023 | 10.4% |
VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 10.5% |
ISHARES TR | 16 | Q3 2023 | 6.4% |
INVESCO ULTRA SHORT DURATION ETF | 16 | Q3 2023 | 12.3% |
EQUIFAX INC COM | 16 | Q3 2023 | 4.2% |
BYLINE BANCORP INC COM | 16 | Q3 2023 | 5.1% |
VANGUARD S&P 500 ETF | 16 | Q3 2023 | 3.5% |
VANGUARD WORLD FD | 16 | Q3 2023 | 3.5% |
INVESCO S&P 500 PURE GROWTH ETF | 16 | Q3 2023 | 3.8% |
View Detalus Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-24 |
13F-HR | 2024-01-24 |
13F-HR | 2023-10-26 |
13F-HR | 2023-07-28 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-04 |
13F-HR | 2022-07-27 |
13F-HR | 2022-04-25 |
13F-HR | 2022-01-18 |
View Detalus 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.