Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TRUST | 19 | Q2 2024 | 15.8% |
INVESCO QQQ TRUST SERIES I | 19 | Q2 2024 | 15.3% |
APPLE INC COM | 19 | Q2 2024 | 6.9% |
ISHARES TR | 19 | Q2 2024 | 4.5% |
SPDR S&P DIVIDEND ETF | 19 | Q2 2024 | 4.8% |
VANGUARD WHITEHALL FDS INC | 19 | Q2 2024 | 4.0% |
MICROSOFT CORP COM | 19 | Q2 2024 | 5.0% |
ISHARES TR | 19 | Q2 2024 | 3.3% |
TECHNOLOGY SELECT SECTOR SPDR FUND | 19 | Q2 2024 | 2.9% |
US BANCORP DEL COM NEW | 19 | Q2 2024 | 2.8% |
View LifeSteps Financial, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-17 |
N-PX | 2024-07-17 |
13F-HR | 2024-04-26 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-12 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-13 |
View LifeSteps Financial, Inc.'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.