| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | 6 | Q3 2021 | 7.4% |
| SPDR S&P 500 ETF TR | 6 | Q3 2021 | 7.8% |
| VANGUARD INDEX FDS | 6 | Q3 2021 | 3.8% |
| FIRST TR EXCHANGE-TRADED FD | 6 | Q3 2021 | 4.7% |
| ISHARES TR | 6 | Q3 2021 | 3.5% |
| APPLE INC | 6 | Q3 2021 | 1.8% |
| MICROSOFT CORP | 6 | Q3 2021 | 2.0% |
| ARK ETF TR | 6 | Q3 2021 | 1.9% |
| NIKE INC | 6 | Q3 2021 | 1.2% |
| ISHARES TR | 6 | Q3 2021 | 2.5% |
View Cascadia Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-11 |
| 13F-HR | 2021-05-13 |
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-08-07 |
| 13F-HR | 2020-02-11 |
View Cascadia Advisory Services, 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.