| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO ACTIVELY MANAGED ETF | 6 | Q3 2023 | 7.7% |
| SCHWAB STRATEGIC TR | 6 | Q3 2023 | 3.8% |
| NVIDIA CORPORATION | 6 | Q3 2023 | 3.6% |
| APPLE INC | 6 | Q3 2023 | 2.7% |
| MICROSOFT CORP | 6 | Q3 2023 | 2.1% |
| ALPHABET INC | 6 | Q3 2023 | 2.6% |
| VISA INC | 6 | Q3 2023 | 1.6% |
| AMAZON COM INC | 6 | Q3 2023 | 2.2% |
| UNITEDHEALTH GROUP INC | 6 | Q3 2023 | 1.6% |
| DANAHER CORPORATION | 6 | Q3 2023 | 1.7% |
View Great Lakes Retirement, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-03-07 |
| 13F-HR | 2020-06-04 |
| 13F-HR | 2020-02-18 |
View Great Lakes Retirement, 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.