| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 7.0% |
| ISHARES TR | 16 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 4.7% |
| APPLE INC | 16 | Q3 2023 | 3.4% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.7% |
| ISHARES TR | 16 | Q3 2023 | 3.2% |
| SPDR SER TR | 16 | Q3 2023 | 3.1% |
| MICROSOFT CORP | 16 | Q3 2023 | 3.0% |
| ISHARES TR | 16 | Q3 2023 | 2.3% |
| LEGG MASON ETF INVT TR | 16 | Q3 2023 | 2.3% |
View XML Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-01 |
| 13F-HR | 2021-11-01 |
View XML Financial, 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.