| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q2 2024 | 26.0% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 9.4% |
| ISHARES TR | 19 | Q2 2024 | 11.7% |
| ISHARES TR | 19 | Q2 2024 | 8.1% |
| ISHARES TR | 19 | Q2 2024 | 5.8% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 6.2% |
| ISHARES TR | 19 | Q2 2024 | 13.7% |
| ISHARES TR | 19 | Q2 2024 | 15.3% |
| ISHARES TR | 19 | Q2 2024 | 5.8% |
| APPLE INC | 19 | Q2 2024 | 2.4% |
View KFA Private Wealth Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-07 |
| N-PX | 2024-08-07 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-18 |
View KFA Private Wealth Group, 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.